The Wealthy Parent Newsletter

The Wealthy Parent Newsletter

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The Wealthy Parent Newsletter
The Wealthy Parent Newsletter
Ellevest Dropped Small Accounts...Should You Rethink Roboadvisors?

Ellevest Dropped Small Accounts...Should You Rethink Roboadvisors?

Mar 24, 2025
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The Wealthy Parent Newsletter
The Wealthy Parent Newsletter
Ellevest Dropped Small Accounts...Should You Rethink Roboadvisors?
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😔It’s Not You It’s Me

There is no easy way to break up with someone. And there is especially no easy way to break up with thousands of people at once. Unfortunately, for Ellevest investors this meant they got an unceremonious email and a suggestion for a new adviser, Betterment. Today I’ll explore the immediate implications for Ellevest investors as wel…

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© 2025 Kelly L. Palmer, CFA, CFP®
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