Let's say you or a client want to capitalize on a broad-based societal or business trend — say, green technology — by investing in stocks that somehow are benefiting from the trend or theme. You can ...

Bitcoins may be getting a lot of buzz, but the market for products that deal with old fashioned dollars and cents is apparently still strong. In an interview this week, Walia told me that Motif’s ...

Motif Investing of San Mateo was recently named No. 4 on CNBC's second annual "Disruptor 50 list," ahead of better-known startups Spotify, Uber, Dropbox, Pinterest and Airbnb. That surprised its chief ...

The rise of the exchange-traded fund in the past decade has proven how much investors want to have hands-on control over their portfolios. Discontented with mutual funds that left you without any ...

Charles Schwab brought a Bay Area startup's cool idea to a larger audience. Charles Schwab has debuted a service that makes it easier to invest in portfolios built around major trends such as the ...