With Schwab in Motif mode, Jon Stein tells Bloomberg Betterment's ETF view is shifting, talks 'revolution,' but declines through spokesman to confirm any imminent shift to direct indexing
The New York robo's CEO pulls no punches in a Q&A about the impersonal nature of exchange traded funds, but observers say Charles Schwab & Co. may have forced his hand toward an accelerated direct indexing timetable.

Iraklis Kourtidis
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Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein
Rowboat Advisors, Inc.
Trading/Rebalancing
Top Executive: Iraklis Kourtidis