Folio in the News


Shareholder Advocacy with First Affirmative Financial Network's Holly Testa - Impact Financial Planners
AIO Fee Only Financial Planners

The 29th Annual SRI Conference
Paul Ellis Podcast

A fixed-income investor's guide to impact investing

September 10, 2018 – ""What's happening now, at this stage of the game, is you're starting to get a more coherent definition of what a green bond is, and there are some new product offerings," said George Gay, CEO of First Affirmative Financial Network. "There are some green bond ETFs now, where there weren't any two years ago." More.

Press Releases


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

Folio Institutional’s Digital Wealth Services Platform Wins 2018 Industry Award for How It Transforms Online Investing for Advisors, Enterprises and Their Clients

September 24, 2018 -- McLean VA  Folio Institutional announced today that presented its Digital Wealth Services Platform (DWSP) with a 2018 Industry Award in the Custodians: Technology category. This award recognizes innovative programs that help advisors be more efficient and enhances the advisor and client experience. The Industry Awards is the only award program of its kind to honor outstanding achievements by companies that support financial advisor success. more

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