Folio News

2017

Implementing a Robo Advisor Strategy
(ABA Bank Marketing)

February 6, 2017 – Banks of all sizes are waking up to the dramatic growth of robo advisors, with industry leaders aggressively rolling out their own offerings. However, smaller to midsized banks can also get into the game. They can’t afford to ignore what’s arguably an inexorable digital asset management trend. Read more.

Animal Welfare Emerging Issues Among Investors
(Financial Advisor)

February 3, 2017 – If you care about how farm animals are treated, Folio has launched a new screen to help investors take animal care into consideration while building their portfolios. Read more.

Folio Expands SRI Capabilities
(WealthManagement.com)

January 31, 2017 – As part of a larger effort to expand the platform’s SRI capabilities, investors can now filter out companies with bad factory farming practices. Read more.

FOLIOfn, Inc. Partners with Humane Society of the United States, Offers Investors and RIAs New Animal-Welfare Security Filters
(CSRWire Daily News Alert)

January 24, 2017 – 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. Read more.

The Bionic Advisor Rises
(ETF.com)

January 23, 2017 – Financial advisors who use robo technology and firms that provide the platforms say the biggest benefits for financial advisors is making back-office tasks more efficient. How much technology an advisor uses is now customizable, says Greg Vigrass, president of Folio Institutional, which provides a variety of robo-advisor services. Read more.

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