Folio Institutional

Folio Institutional

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Business head: Greg Vigrass

No. clients: 407

Min. assets: None

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In the News

What could Envestnet buy next?

May 8, 2019 - Envestnet has a clear and defined roadmap for creating what CEO Jud Bergman calls a financial wellness platform β€” a cloud-based technology ecosystem advisers can use for financial planning, budgeting, savings, protecting capital, legacy planning and...

Folio Financial launches platform to build next generation of robo advice

December 6, 2018 - Folio Financial has a new technology platform that it says will pave the way for the next generation of digital advice. The parent of Folio Institutional describes its new Digital Wealth Platform as a suite of application programming interfaces that financial...

What's in a name? For TCA by ETrade, everything

August 18, 2018 - Has Trust Company of America hitched its wagon to a star or turned its back on loyal clients? It depends on whom you ask. Either way, the $275 million acquisition in April of TCA by discount broker ETrade has the custodian world buzzing. In one corner...

Apex partners with Trizic to reach more advisers

January 12, 2018 - Apex Clearing is looking to expand its digital custody and clearing brand into the human adviser market though a new partnership with Trizic, a technology vendor that develops digital advice products for advisers. Trizic, which counts FIS and John Hancock...

Top clearing and custody firms for financial advisers

August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...

Small custodians compete for advisers with niche needs

February 17, 2017 - When Tim Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Centerin Amherst, N.Y., he knew what he didn't want: an experience β€œthat felt like I was calling into a cable company.” That was...

Tools financial technology companies plan to bring advisers in 2017

December 16, 2016 - Advisers wondering what their technology providers will offer next year will be happy to know that they're focused on the same thing that most advisers emphasize β€” the client. Many of the tools financial technology companies plan to deliver for advisers...

FOLIOfn acquires First Affirmative to expand its SRI footprint

November 1, 2016 - FOLIOfn Inc., an investment technology company, said on Tuesday that it has acquired First Affirmative Financial Network, an independent registered investment adviser specializes in sustainable, responsible, impact (SRI) investing. Founded in 1988 and...

2016 custodians and clearing firms ranking

August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...

Wealthfront, Vanguard tap data aggregation to increase assets, improve financial planning for clients

April 1, 2016 - In a matter of a month, three robo-advisers have added data aggregation to their arsenal, saying it helps provide a full financial picture and better financial advice for clients. Betterment, Vanguard Personal Advisor Services and, as of Thursday, Wealthfront...

    Notes
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