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Folio Financial

Displaying 2 results

Topic
  • News
  • December 4, 2020

Goldman Sachs underscores focus on RIAs with sale of Folio retail unit

The sale of 70,000 retail accounts to Interactive Brokers validates the strength of the independent adviser channel, analysts say

Topic
  • News
  • December 6, 2018

Folio Financial launches platform to build next generation of robo advice

Will the technology be enough for the custodian to gain market share?