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To leapfrog ahead in direct indexing, Schwab to buy Motif technology and hire Hardeep Walia and much of his staff

The San Francisco company gets all of the San Mateo firm's algorithms, patents and source code but not the customer assets and 'leverage' of its giant index-investing franchise.

Author Brooke Southall May 7, 2020 at 10:36 PM
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Hardeep Walia: Schwab shares our spirit and passion for making personalized investing easier and more accessible.

Technology


Richard M. Allison

Richard M. Allison

May 8, 2020 — 2:47 PM
Why do I need Vanguard or any other ETF index provider for that matter, if I can do my own version of direct indexing and save the client those ETF management fees?

Related Moves

March 16, 2022 at 2:47 AM

Goldman Sachs lifts two superstar RIA recruiters from Schwab and Pershing, tipping hand on a big push into the RIA space, targeting early 2021 custody launch

The Wall Street B2B superbrand prepares RIA distribution and poaches Richard Lofgren and Bill Dalton -- with a TD Ameritrade hire potentially in the works -- months ahead of a harder launch.

October 6, 2020 at 11:25 PM


Mentioned in this article:

Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass



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