Since 2000, Folio Financial (formerly FOLIOfn) has provided ahead-of-the-curve innovations for advisors through unique custody, brokerage, and FinTech services. Today it serves the needs of more than 450 firms, including traditional advisory firms and broker-dealers, as well as specialty ...
Folio Financial announced today that it was a finalist for the Investment News 2019 Innovation Award for its Digital Wealth Platform (DWP), in the first year the award has been given to firms. This award recognizes firms that demonstrate ...