2007 Press Releases
FOLIOfn Helps Avoid Year-End Tax Bite of Mututal Funds: A Problem Investors May Not Be Aware Of
12/12/2007 – People who want to reduce their tax bill next April should start taking steps now, before the end of the year—and that includes tallying up the gains and losses from their investments.
Transamerica Financial Advisors Announces Alliance with FOLIOfn Institutional for New ETF Program
09/27/2007 – Transamerica Financial Advisors, Inc. (Transamerica) announced the selection of FOLIOfn Institutional to launch its new Transamerica I-Series℠, a separately managed account program utilizing Exchange Traded Funds (ETFs).
Two Leading Wall Street Experts, Clients of FOLIOfn, to Speak at “The Money Show” in Washington, DC
09/05/2007 – FOLIOfn, Inc., an innovative online securities firm, announced today that two Wall Street experts—both clients of their FOLIOfn Institutional division—will give presentations at The Money Show on Sept. 6–8, 2007 in Washington, DC.
Exclusive Financial Services for First Responders Available at Fire-Rescue International
08/24/2007 – First responders attending the Fire-Rescue International conference will be able to learn about exclusive financial services available to them from executives of the countrys only company dedicated to serving their financial needs.
FOLIOfn to Sponsor Major Investment Education Conference in California
08/08/2007 – FOLIOfn will be a sponsor of a major investment education conference called InvestEd in Costa Mesa, Ca. The conference—scheduled for August 18–19—will attract about 300 officers of investment clubs representing thousands of members in investment clubs from across the country.
Archie Richards, Expert on ETFs, to Address Major African Investment Forum—Names FOLIOfn as: “The Best U.S. Brokerage Firm for Long-Term Investing”
07/25/2007 – Archie M. Richards, Jr., newspaper columnist and author of the authoritative book Understanding Exchange Traded Funds (McGraw-Hill, 2007), will address 300 investors and representatives from major African investment firms in Johannesburg on July 30–31.
FOLIOfn, an Innovative Online Securities Firm, Seeking to Partner with Small to Midsize Broker-Dealers
06/02/2007 – FOLIOfn, Inc., the innovative online brokerage and technology firm, announced today the completion of its acquisition of all the accounts of ex24 Inc. and its desire to acquire additional assets from other small to midsize broker-dealers.