Press Releases

2018


Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

December 6, 2018 -- McLean VA  Folio Financial, a leading brokerage, custody and financial technology company, today announced the launch of their latest innovation, the Digital Wealth Platform (DWP)—a modern, digital wealth management platform that is leading the next evolution of digital advice. more



SRI Conference and Community Offers Wealth Managers and Sustainability and Diversity Executives News Ways to Deliver Lasting Financial, Social and Environmental Returns

September 27, 2018 -- McLean VA  The SRI Conference and Community announced today it has launched a redesigned website, which is the first step among many it is taking to help those who create lasting social and environmental returns collaborate, innovate and shape the future of sustainable, impact and responsible (SRI) investing. more



Editors and Reporters Have More Ways than Ever to Participate In the SRI Conference

September 26, 2018 -- McLean VA  Editors, journalists and bloggers who report on wealth management, diversity, corporate governance and sustainable, responsible and impact (SRI) investing now have more ways than ever to participate in the SRI Conference. more



Folio Institutional’s Digital Wealth Services Platform Wins WealthManagement.com 2018 Industry Award for How It Transforms Online Investing for Advisors, Enterprises and Their Clients

September 24, 2018 -- McLean VA  Folio Institutional announced today that WealthManagement.com presented its Digital Wealth Services Platform (DWSP) with a 2018 Industry Award in the Custodians: Technology category. This award recognizes innovative programs that help advisors be more efficient and enhances the advisor and client experience. The WealthManagement.com Industry Awards is the only award program of its kind to honor outstanding achievements by companies that support financial advisor success. more


First Affirmative Financial Network Honored as a Best For The World Company For Creating Positive Impact for Workers, Environment and Community

July 5, 2018 -- McLean VA and Colorado Springs CO  First Affirmative Financial Network, one of the largest advisory firms that specialize in sustainable, responsible and impact (SRI) investing, announced today that B Lab has honored it as a Best For The World: Customers company. B Lab certifies B Corporations, companies that use the power of business to solve social and environmental problems. more


SRI Pioneer First Affirmative Financial Network Sets New Thresholds for Gun-Related Securities in Its Managed Accounts Program

June 18, 2018 -- McLean VA and Colorado Springs CO  First Affirmative Financial Network, one of the largest advisory firms that specializes in sustainable, responsible and impact (SRI) investing, announced today it has taken two significant steps intended to help dramatically reduce gun violence in the United States. more


Folio Institutional Helps Enterprises Answer the “What, Who and How” When Searching For a Digital Wealth Management Partner

June 14, 2018 -- McLean VA  Today, many banking, credit unions, insurance firms and other financial services enterprises are searching for an online investing technology solution. According to Folio Institutional’s president, Greg Vigrass, in their rush to be competitive, many of these firms forget to answer their “what, who and how.” more


34 Firms Are Already Sponsoring The 29th Annual SRI Conference

May 24, 2018 -- McLean VA  The 29th Annual SRI Conference, run by the SRI Conference and Community, LLC, a subsidiary of FOLIOfn, Inc., announced today that it already has 34 wealth management, advisory, fund management, research, non-profit and technology firms choosing to sponsor the industry’s premier event for finance professionals interested in sustainable, responsible and impact (SRI) investing. more


The SRI Conference Announces Dates for Regional and Annual Events

April 25, 2018 -- McLean VA  The SRI Conference, the longest-running and premier gathering of investment professionals who are engaged in sustainable, responsible and impact (SRI) investing, has announced a series of events to help financial professionals align investor capital with key SRI benchmarks and learn how SRI can help them do well by doing good. more


Steve Wallman, FOLIOfn, Inc. Founder and CEO, to Speak at Tiburon CEO Summit


March 28, 2018 -- McLean VA 
FOLIOfn, Inc. announced today that its founder and CEO, Steve Wallman, will speak on mergers and acquisitions in the sustainable, responsible and impact (SRI) investing industry at the 2018 Tiburon CEO Summit. more


Folio Institutional President Greg Vigrass to Speak On NextGen Advisor Tech at T3 Conference


February 6, 2018 -- McLean VA 
Folio Institutional, one of the advisory industry’s leading custody, brokerage and FinTech companies, announced today that Greg Vigrass, president, will speak at the upcoming T3 Advisor Conference. more

 

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