Folio in the News

2017

3 Questions with Greg Vigrass of Folio Institutional
finTEKNews

September 3, 2017 – This week, we’d like to introduce you to Greg Vigrass, President of Folio Institutional®, a leading investment solutions and financial technology company that offers an integrated brokerage and custodial platform featuring patented, state-of-the-art trading, portfolio management tools, and private placement capabilities. Read more.


Is Chicken Soup the right tonic for small cap IPOs?
Bankless Times

August 25, 2017 – The CSSE IPO was a perfect fit for VIA Folio, COO Blaine McLaughlin said. Like it does for many IPOs, VIA Folio served as the clearing firm on this deal.“We are also acting as an introducing broker and are making it available to our customers,” Mr. McLaughlin said. Read more.


Weekend Reading for Financial Planners (Aug 19-20)
Kitces.com

August 18, 2017 – How Folio Forged A ‘Connexion’ Between Advisors And Robos (Christopher Robbins, Financial Advisor) – Folio Institutional is a niche RIA custodian known for its tech-savvy, and in 2014 it launched its “Advisor Connexion” (AcX) platform, intended to be a “robo-advisor-for-advisors” type of white-labeled solution for its advisors. Read more.

News Archive

Press Releases

VIA Folio’s Blaine McLaughlin Offers Investment Banks, Broker-dealers and Others Four Ways to Generate Interest in Their Reg A+ IPO Offerings

October 23, 2017 -- McLean VA  When the SEC’s JOBS Act’s Reg A+ rules went into effect in 2015, many in the capital raising industry anticipated that small investors would rush to participate in this new funding process for small- and medium-sized enterprises. However, the SEC Division of Economic and Risk Analysis’ recent report, Access to Capital and Market Liquidity, indicates that these expectations have fallen short of reality. more


Steven Wallman, FOLIOfn, Inc. founder and CEO, to Discuss Technology Decision-Making at T3 Enterprise Conference

October 20, 2017 -- McLean VA  Enterprise leaders know that they must embrace technology or risk losing their competitive advantage. However, many leaders are overwhelmed by the technology choices available to them and the steps needed to meet customers’ digital engagement expectations. more


Folio Institutional to Wirehouse RIAs: Breaking Away is Easier than You Think

October 4, 2017 -- McLean VA  As the financial services industry consolidates and the trend toward fee-based compensation continues to grow, more independent and wirehouse broker-dealer representatives and regional advisors are considering breaking away. This can be an exciting move for some advisors, but to others it may seem daunting. more

Press Archive