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October 18, 2017 16:11 ET | Source: LEVATUS

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...
May 08, 2014 09:03 ET | Source: Motif Investing

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...