Folio in the News
June 12, 2017 – Similarly, at Folio Institutional of McLean, Va., size is presented as a secondary consideration. “We would be happy to support any advisors displaced as a result (of the merger),” says Greg Vigrass, president of Folio. Read more.
May 30, 2017 – Folio Investing acquired more than 200,000 brokerage accounts from LOYAL3, a San Francisco-based online broker-dealer. Read more.
Folio Acquires LOYAL3 Brokerage Accounts
May 25, 2017 – Online brokerage Folio Investing has purchased more than 200,000 brokerage accounts from LOYAL3, a low-cost brokerage in San Francisco. The accounts were converted to FolioFirst, the new platform developed for LOYAL3 customers, on May 22. Read more.
June 27, 2017 -- McLean VA – VIA Folio is pleased to announce that it has processed the closing of Myomo’s Reg A+ IPO, the first of its kind to be traded on a national exchange. more
June 15, 2017 -- McLean VA – Folio Institutional announced today that 77 RIA firms are using its Advisor ConnexionTM (AcX) robo advisor solution to improve client engagement and reduce administrative costs. more
June 7, 2017 -- McLean VA – As the financial services industry continues to debate the Fiduciary Rule, Folio Institutional offers investment advisors three tips that can help them grow their business amid increasing compliance requirements. more