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Kathy King

Folio News


Why Target Date ‘Folios’ Beat Traditional Funds

September 11, 2012 — Steven Wallman, CEO of Folio Investing, says his company’s Target Date Folios are a better alternative to the market’s current offerings. See the video at »

Folio’s CEO Wallman Says Diversification Reduces Risk
Bloomberg News:
© 2011 Bloomberg L.P. All rights reserved. Used with permission.

September 7, 2012 — Steve Wallman, chief executive officer at FOLIOfn Inc. and former Securities and Exchange commissioner, says investors should be diversified in a variety of sectors. Wallman talks with Bloomberg’s Pimm Fox and Courtney Donohoe on Bloomberg Radio’s “Taking Stock.” Listen to the Podcast at Bloomberg »

Why Target-Date Funds Are Off-Target for Many Investors
(by James K. Glassman, Kiplinger)

September 2012 — Analysts once called companies like General Electric and Xerox “one-decision stocks”—buy ’em and forget ’em, then reap the benefits years later. Today, target-date mutual funds are one-decision retirement plans. read more at Kiplinger »

Build Your Own Mutual Fund
(Fox Business)

August 6, 2012 — Steven Wallman of FOLIOfn discusses how his company allows investors to better manage their funds. see the video at Fox Business »
Content note: Folios are not mutual funds but alternatives to mutual funds; Folios may contain mutual funds, ETFs and individual stocks.

Building Portfolios for Any Objective
(by Kate Stalter, Forbes)

June 27, 2012 — Folio constructs Ready-to-Go portfolios to help investors meet a variety of goals. Today, president and CEO Greg Vigrass discusses how the company researched the target-date category and developed its own unique approaches. read more at Forbes »

Investor panel to voice concerns of retail investors—but will anyone listen?
(by Mark Schoeff Jr., Investment News)

June 13, 2012 — Elevating the concerns of smaller retail investors and others overlooked by the markets is the goal of a Securities and Exchange Commission advisory group that began its work Tuesday. “I hope…we will, in fact, bring voices to the commission that otherwise aren’t heard…to enrich the debate,” Joseph Dear. read more at Investment News »

New SEC Investor Advisory Committee to Put Retail Investors First
(by Melanie Waddell, AdvisorOne)

June 12, 2012 — The Securities and Exchange Commission’s (SEC) Investor Advisory Committee held its inaugural meeting Tuesday at SEC headquarters in Washington, and the consensus among the diverse group of members was that their top goal would be to focus on protection of retail investors and to boost their confidence in the markets. read more at AdvisorOne »

Using Price Trends to Maximize Profits
(by Kate Stalter, Forbes)

May 10, 2012 — Advisor Mike Shell has meticulously researched the ways in which price trends can be applied to an investing methodology. He explains how his system has outperformed the S&P 500 over the past seven years, and why he does not rely on fundamentals or macroeconomic forecasts. read more at Forbes »

ETFs Poised to Become More Competitive
(by Brooke Southall, RIAbiz)

April 23, 2012 — At the heart of Invest n Retire’s value proposition is technology that enables plan participants to buy fractional shares of ETFs even though such transactions are not possible on the stock exchanges. Another company with fractional-share capabilities is Folio Institutional. read more at RIAbiz »

SEC Sets Investor Advisory Committee
(by Dan Jamieson, Investment News)

April 11, 2012 — The Securities and Exchange Commission has formed a new investor advisory committee. read more at Investment News »

Profile: Folio Institutional
(by Garrett Planning Network)

April 1, 2012 — Hundreds of registered investment advisors nationwide rely on Folio Institutional to provide custody and brokerage services for billions of dollars of investor assets. read more at Garrett Planning Network »

The New Face of Diversification
(by Stan Luxenberg, Registered Rep)

April 1, 2012 — Many managers are re-assessing their approaches to diversification as traditional correlations have gotten out of whack. read more at Registered Rep »

New Service aids ETF use in 401(k)s
(by Dan Jamieson, Investment News)

February 14, 2012 — Folio Institutional and unitZXchange partnership makes it easier to use mix of assets in plan accounts. read more at Invesment News »

Folio Institutional and uZX Launch a Portfolio Unitization Service
(by Tara Cantore, Plan Adviser)

February 14, 2012 — The service allows investment advisers, model managers and recordkeepers to provide customized model portfolios, including mixed model portfolios, to retirement plan sponsors and participants.

Firms Launch Portfolio Unitization Service
(by Tara Cantore, Plan Sponsor)

February 14, 2012 — Folio Institutional and unitZXchange LLC launched a portfolio unitization service.

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