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What Schwab’s fractional shares announcement means for advisers

October 18, 2019 – The offering is intended to attract younger people to investing, but fractional shares could also help financial advisers.
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Dad’s Retirement Plan Forced My Mom To Take A Stand

April 26, 2019 – When my dad retired, he announced he was going to manage his portfolio on his own. The thought of having their retirement accounts managed by someone who is just learning -- even if it was my father -- scared my mother.
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Folio Investing Absorbs Loyal3, Embraces Long-Term Investment Strategy

July 17, 2017 – It’s been over a month since Folio Investing absorbed the clients of the now-defunct brokerage, Loyal3, and so far, Folio Senior Vice President Peter Jacobstein is pleased with the transition.
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Press Releases

Loring Ward Added to Folio Financial’s Third Party Model Manager Exchange

November 14, 2019 – McLean VA – Folio Financial, Inc., a leading digital-first brokerage, custody and FinTech firm, today announced that Loring Ward, the Silicon Valley-based wealth management services provider, will add its DFA Series Global Portfolio models to Folio’s Model Manager Exchange (MMX).
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Folio Financial - Offering Advanced Fractional Shares and Commission-Free Investing for 20 years

October 22, 2019 – McLean VA – Folio Financial, Inc., a leading digital-first brokerage, custody, and FinTech firm, has offered fractional shares and dollar-based investing, as well as commission-free trading, since our launch in 2000.
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Folio Financial Offers Margin Borrowing with Low Rates

September 25, 2019 – McLean VA – Folio Financial, Inc. announced today that it is now offering margin borrowing with low rates starting at just 7.25% and decreasing with larger loan amounts.
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