Posted on June 7, 2021
- What is Direct Indexing? Direct indexing is an investment strategy that seeks to replicate the underlying stocks of an index instead of holding an index fund.
- Schwab, BlackRock, Goldman Sachs, and Morgan Stanley have all engaged in transactions that could influence their ability to offer direct indexing at scale.
Posted on March 11, 2021
- 2020 was another significant year for robo advisor trends: Empower buys Personal Capital, Motif closes doors, ESG investing on the rise
- Direct indexing becomes increasingly popular as BlackRock buys Aperio and Schwab buys tech from Motif
- Walmart announced a partnership with Ribbit Capital potentially making financial planning more available – another major robo advisor trend
Posted on September 1, 2020
- Motif closed its doors after raising $126mm and being one of the early innovators in the space
- Empower purchases Personal Capital for approximately $1 billion representing the largest acquisition we have seen to date
- Goldman Sachs set to release robo in 2021 after falling behind competition. Will they have a last-move advantage?
Posted on May 21, 2020
Motif Investing, a fintech firm that offers brokerage and robo-advisor services, has announced that it is ceasing operations. It is another firm in the growing list of robo advisors that have done so. However, Motif’s closure is somewhat surprising, considering that it has raised $126.5 million since 2010 (according to Crunchbase) and offers a unique and wide range of services. Motif’s name reflects its strategy of offering themed portfolios. Investors could choose from portfolios created by Motif or even other users. This gave customers a selection and level of customization that other robos simply did not offer. However, like many fallen fintechs, scale and profitability did not materialize.Read More…