Boston’s Newest Wealth Services Company Champions a Fresh, Simple and Joyful Approach Boston, MA, Oct. 18, 2017 (GLOBE NEWSWIRE) -- Susan E. Dahl, a 20-year veteran of the financial services industry, decided that she was through with the traditional, cookie-cutter approach to wealth...

Motif Investing Partners With Financial Advisors to Introduce Flat-Fee Trading and Rebalancing Platform SAN MATEO, CA--(Marketwired - May 8, 2014) - Motif Investing, a pioneer in low-cost, ideas-based investing, today announced that it is extending its platform to make available traditional wealth...