Folio in the News


Advisors Urged to Embrace SRI Investing
Financial Advisor

May 9, 2018 –
Even as investor interest in sustainable, responsible, impact (SRI) investing soars, 65 percent of financial advisors still express little or no interest in the area, according to Theresa Gusman, chief investment officer for First Affirmative Financial Network, a firm based in Colorado Springs, Colo., that specializes in SRI investing. More.

Open APIs as the Key to Growth in WealthTech
Wealth Tech Club

April 17, 2018 –
According to Greg Vigrass, President of Folio Institutional, the API strategy is a huge part of what they do. The company provides a full set of REST APIs that allows third parties to integrate with the platform and get the full functionality of the Folio site. This includes everything from account opening APIs to trading APIs, information on cash movement APIs, etc. More.

Investment Model Marketplaces and Hubs
Aite Group

April 12, 2018 –
Investment models can be combined to create a unique strategy, meet a client goal, or address a tax matter, and they are generated with in-house expertise or third-party experts. In the U.S. in 2017, new model exchanges or marketplaces rolled out and old model hubs were relaunched; this year will likely see more activity as service providers and technology firms jostle to serve clients. More.

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34 Firms Are Already Sponsoring The 29th Annual SRI Conference

May 24, 2018 -- McLean VA  The 29th Annual SRI Conference, run by the SRI Conference and Community, LLC, a subsidiary of Foliofn, Inc., announced today that it already has 34 wealth management, advisory, fund management, research, non-profit and technology firms choosing to sponsor the industry’s premier event for finance professionals interested in sustainable, responsible and impact (SRI) investing. more

The SRI Conference Announces Dates for Regional and Annual Events

April 25, 2018 -- McLean VA  The SRI Conference, the longest-running and premier gathering of investment professionals who are engaged in sustainable, responsible and impact (SRI) investing, has announced a series of events to help financial professionals align investor capital with key SRI benchmarks and learn how SRI can help them do well by doing good. more

Steve Wallman, FOLIOfn, Inc. Founder and CEO, to Speak at Tiburon CEO Summit

March 28, 2018 -- McLean VA  FOLIOfn, Inc. announced today that its founder and CEO, Steve Wallman, will speak on mergers and acquisitions in the sustainable, responsible and impact (SRI) investing industry at the 2018 Tiburon CEO Summit. more

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