Folio in the News

2018 

Shareholder Advocacy with First Affirmative Financial Network's Holly Testa - Impact Financial Planners
AIO Fee Only Financial Planners


The 29th Annual SRI Conference
Paul Ellis Podcast


A fixed-income investor's guide to impact investing
CNBC

September 10, 2018 – ""What's happening now, at this stage of the game, is you're starting to get a more coherent definition of what a green bond is, and there are some new product offerings," said George Gay, CEO of First Affirmative Financial Network. "There are some green bond ETFs now, where there weren't any two years ago." More.

 

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Press Releases

 


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

 

 

Press Archive