Folio in the News


Interview with Steven Wallman, Founder and CEO at FOLIOfn, Inc.
USA Weekly

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.

Operationalizing REITS

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.


News Archive

Press Releases

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

Innovative Robo Advisor Invest Forward Selects Folio Institutional For Brokerage Technology and Custody

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

Folio Institutional Launches Expert Interview Podcasts for Advisors

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


Press Archive