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.
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.
Folio Investing and Folio Institutional Offer A Way to Trade NextShares™
February 26, 2016 – McLean VA – Folio Institutional and Folio Investing welcome financial advisors, institutions and their clients to the first brokerage platform where NextShares exchange-traded managed funds (NextShares) may be traded.
Folio Institutional Identifies Top Wealth Management Industry Trends for 2016
December 21, 2015 – McLean VA – As the wealth management space continues to grow and strengthen, several trends are emerging that will define an advisor’s ability to attract and deliver value to clients. Folio Institutional, a leading provider of custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets, today released its inaugural list of Top Advisor Industry Trends.