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Articles tagged "Greg Vigrass"


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Paula DeLaurentis: We understand it's different so we communicate, communicate, communicate.

After much acclaim but not enough profits, Motif shutters and sells itself off for parts with Folio buying the RIA and retail accounts

The $850 million stock-basket company in San Mateo, Calif. had success but -- $126 million invested by Goldman Sachs, Renren and Sallie Krawcheck and others -- not enough to justify business as usual

April 22, 2020 at 6:52 PM

Brooke Southall asks questions of Andrew Salesky of Schwab, Christina Townsend of Pershing, Greg Vigrass of Folio Institutional and Chris Fesler of  Apex Clearing.

Andrew Salesky's tantalizing PortfolioConnect remark hints at Schwab's technology future, and 'open' or 'closed' -- that was API question at In|Vest West 2018 RIA custody panel

The Schwab technology chief may have stumbled on a strategy for big RIAs, but he also got challenged on his API philosophy by Apex Clearing's Chris Fesler

December 11, 2018 at 11:48 PM

Sean Gultig: We’d love to talk to them.

Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm

Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits

June 12, 2017 at 7:36 PM

Greg Vigrass:  We're not incumbent on any system. That means we've got the ability to be far more flexible. We're like the plumbers.

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

July 14, 2016 at 8:11 PM

Greg Vigrass: We have some pretty rabid fans.

Folio Institutional finds its winning formula for RIA custody in specialized trading technology

Ability to allow advisors purchases of partial shares has applications in 401(k), model portfolios and investments in Berkshire Hathaway

January 21, 2011 at 2:23 PM

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