Folio in the News
March 27, 2018 – In an age when we want more from everything — our phones, our cars, to the foods we eat, it's no surprise that investors have begun demanding more from their investments. Beyond financial return, many investors are asking how they can better align their investments with their values. More.
Three Emerging Trends That Are Upending Our Profession
March 19, 2018 – Last year, Bob Veres made a number of bold predictions about how the advisory profession is evolving, and what firms are going to have to do to stay ahead of the curve. How have his predictions held up? Here are three transformations that will force every advisory firm to adapt. More.
March 19, 2018 – Two powerful and seemingly disparate forces are shaping wealth management today: technology and sustainable investing. The accelerated pace of technological change is both the most creative and most destructive force in financial services, leaving many advisers concerned about the future of their practices. More.News Archive
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
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
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