Folio in the News

2018 

Folio Financial Launches Robo for Advisors
Financial Advisor IQ

December 10, 2018 – Folio Financial has rolled out a digital wealth management platform aimed at financial advisors and institutions, with built-in flexibility allowing advisors various ways to deploy it, the company says. The new platform aims to offer goal-based financial planning with custom portfolios, the brokerage, custody and fintech firm says in a press release.  More.


Folio Rolls Out Robo Platform for Advisors, Investors
ThinkAdvisor

December 6, 2018 – Folio Financial says it has rolled out a new robo-advisor platform for both financial professionals and investors that includes tools for goals-based financial planning and specialized portfolio building.  More.


Folio Financial launches platform to build next generation of robo advice
InvestmentNews

December 6, 2018 – Folio Financial has a new technology platform that it says will pave the way for the next generation of digital advice.  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