2015 Press Releases
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.
D.C.-Based Matchbox Food Group LLC Places Debt Offering on Newly Launched VIA Folio Private Capital Network
September 21, 2015 – McLean VA – Folio Investing and Folio Institutional today announced the launch of VIA Folio: Folio’s Private Capital Network, an online equity and debt funding platform designed to connect investors, brokers and advisors with private companies seeking funding.
Folio Announces Plans to Offer NextShares™ Exchange-Traded Managed Funds
September 8, 2015 – McLean VA – Folio Investing and Folio Institutional, leading online brokerage services for individual investors, financial advisors, institutions and their clients, today announced plans to be the first broker-dealer to offer NextShares™ exchange-traded managed funds directly to individual investors, advisors and institutions.
Folio Institutional Welcomes Curian Capital Advisors, Offers Seamless Migration Path
August 3, 2015 – McLean VA – In the wake of Curian Capital’s recent decision to stop accepting new advisory clients, Folio Institutional, an online brokerage platform designed for advisors and brokerdealers, is offering an easy and seamless migration path to assist in quickly placing clients on its modern, fractional-share, multi-sleeve portfolio management platform.
Folio Investing Acquires Accounts of BUYandHOLD
Pioneering Brokerage Firm Continues to Expand Retail Business and Commitment to Provide DIY Investors with a Smart Alternative to Fad Investing
February 19, 2015 -- McLean VA — Folio Investing announced today that it has acquired the accounts of the online brokerage firm BUYandHOLD effective February 17,
2015. For over 15 years Folio Investing has been an innovator in online brokerage services offering retail investors a way to participate in the securities market and achieve meaningful diversification, regardless of account size.
Folio Introduces Another Breakthrough Technology Tool For Advisors
Advisor Dashboard, a web-based practice management and productivity tool, streamlines advisors’ day-to-day operations and increases efficiencies and account servicing with a customizable, holistic business view
January 28, 2015 – McLean VA – Folio Institutional, a division of Foliofn Investments, Inc., announced today the launch of its Advisor Dashboard, a web-based productivity tool that helps advisors and home office administrators manage their businesses more quickly and efficiently. An innovative approach to a classic tool, Advisor Dashboard offers more than 60 customizable widgets, offers advisors actionable insights to help them better understand and react to the health of their business, reduce errors and increase client satisfaction.
2,000 commission-free trades offered to Folio Investing Basic Account Clients
Free access to Folio’s proprietary Windows Trading Platform, fractional shares, and 160 Ready-to-go-Folios
January 26, 2015 – McLean VA – Folio Investing today announced a special offer for all of its Basic Plan customers. Until April 30, 2015 all of these accounts will be upgraded to Folio’s Unlimited Plan at no additional charge.