Folio in the News

2017

Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm
RIABiz

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.


Folio Investing Acquires 200,000 Brokerage Accounts from Online BD
ThinkAdvisor

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
WealthManagement.com

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

News Archive

Press Releases

VIA Folio Processes Closing for Myomo, the First Exchange-Traded Reg A+ IPO

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


77 RIA Firms Are Now Using Folio Institutional’s Advisor Connexion, a Turnkey Robo Advisor Solution

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


Folio Institutional Offers Investment Advisors Three Tips on Growing a Business as a Fiduciary

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

Press Archive