Folio in the News
January 20, 2018 – We have been interviewing companies from around the world to discover what challenges they are facing in their businesses. We also asked each company to share business advice they would give to a younger version of themselves. More.
January 2018 – Blaine McLaughlin, Chief Operating Officer at VIA Folio, explains current trends in operationalizing REITs, what RIAs should look for when selecting a custodian, insights for sponsors into what RIAs want, and more. More.
The 2018 Regulatory Texas Two-Step
January 3, 2018 – While new regulations are likely on the horizon, firms’ compliance with rules ushered in last year will spill over into the New Year. Firms, for instance, will continue to keep up with the sweeping changes to Form ADV Part 1 that became effective on Oct. 1, 2017, both David Tittsworth and Steve Wallman say. Read more.
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
December 15, 2017 -- McLean VA – Folio Institutional announced today that Invest Forward has chosen its online brokerage, custody, clearing and robo technology services to power Invest Forward’s digital investing platform. Invest Forward is one of the financial services industry’s most cutting-edge and fastest growing robo advisors. more
November 28, 2017 -- McLean VA – Folio Institutional announced today that it has launched the “Expert Interview” podcast series, available on its Sightlines blog. The Expert Interview series showcases some of the smartest thinking in the financial services industry on issues that matter most to advisors. more