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.
What Do You Do When Your Firm Suddenly Acquires 200,000 Customers?
July 12, 2017 – Benzinga spoke with Senior Vice President Peter Jacobstein to discuss the firm’s genesis, its “buy and hold” philosophy and its new list of clients from the recently-shuttered Loyal3.
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.
Folio Investing Acquires More Than 200,000 Brokerage Accounts from LOYAL3
May 24, 2016 – 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.