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Kathy King

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Folio News

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

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.

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Press Releases

Folio Investing Acquires More Than 200,000 Brokerage Accounts from LOYAL3

May 24, 2017 -- McLean VA — Folio Investing has acquired more than 200,000 brokerage accounts from LOYAL3, a San Francisco–based online broker–dealer. Folio converted the LOYAL3 accounts to FolioFirst, the new home for LOYAL3 customers, on May 22, 2017. more

FOLIOfn, Inc. Partners with Humane Society of the United States, Offers Investors and RIAs New Animal-Welfare Security Filters

January 23, 2017 -- McLean VA — 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. more

Navy Federal Financial Group Partners with Folio Investing to Create Next Generation Digital Investing Services

November 30, 2016 -- Vienna VA — Navy Federal Financial Group (NFFG) is working with Folio Investing to power two new, innovative investing services: a unique self-directed, online investing platform for individual investors and a cutting-edge robo advisor. more

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