How custodians Folio Institutional and Equity Advisor Solutions keep on ticking -- Part 3 of 3
Both custodians counter their peewee size by offering that something extra
Jacob
Startup or not Folio is a great custodian and highly recommended. With third party tools such as FI Analytics (https://fi-analytics.com) you’ll have a winning combination.
Related Moves
Goldman Sachs RIA custodian delayed indefinitely, as 'technical details' bedevil launch date
The clock is ticking on the New York City investment bank's strategic imperative to strike while TD Ameritrade and Schwab merge, but Goldman may be facing similar obstacles combining with Folio Institutional.
March 16, 2022 at 2:47 AM
Goldman Sachs lifts two superstar RIA recruiters from Schwab and Pershing, tipping hand on a big push into the RIA space, targeting early 2021 custody launch
The Wall Street B2B superbrand prepares RIA distribution and poaches Richard Lofgren and Bill Dalton -- with a TD Ameritrade hire potentially in the works -- months ahead of a harder launch.
October 6, 2020 at 11:25 PM
Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass
Equity Advisor Solutions
Asset Custodian
Top Executive: Sean Gultig