Standout features of 10 robos aimed at advisory firms
December 12, 2016 – Folio Institutional, one of the nation’s largest custodians, introduced its automated advice solution for advisers in 2014. Its digital platform offers clients access to exchange-traded funds, mutual funds and stocks, as well as dollar-based fractional share investing and window trading.
Robos to make banks a bigger competitor in advice market
December 2, 2016 – Navy Federal Financial Group, a unit of the $78 billion Navy Federal Credit Union, selected Folio Investing to provide online trading and a robo adviser for clients.
How to start investing if you have $100 or less
August 11, 2016 – The thought of investing can feel intimidating, particularly if you don’t have a lot of money to work with. But new apps and trading platforms are making it easy to start investing with as little as $5. And they can help you spread your risk across multiple stocks and bonds to achieve the kind of diversification you would have with a much larger portfolio worth thousands of dollars.
Folio Investing Acquires More Than 200,000 Brokerage Accounts from LOYAL3
May 24, 2017 – McLean VA – Folio Investing has acquired more than 200,000 brokerage accounts from LOYAL3, a San Francisco–based online broker–dealer. Folio converted the LOYAL3 accounts to FolioFirst, the new home for LOYAL3 customers, on May 22, 2017.
FOLIOfn, Inc. Partners with Humane Society of the United States, Offers Investors and RIAs New Animal-Welfare Security Filters
January 23, 2017 – McLean VA – FOLIOfn, Inc., the parent company of Folio Investing and Folio Institutional, has teamed up with The Humane Society of the United States (HSUS) to give investors and financial advisors the ability to avoid investing in companies known for behind-the-times animal welfare policies.
Navy Federal Financial Group Partners with Folio Investing to Create Next Generation Digital Investing Services
November 30, 2016 – Vienna VA – Navy Federal Financial Group (NFFG) is working with Folio Investing to power two new, innovative investing services: a unique self-directed, online investing platform for individual investors and a cutting-edge robo advisor.