Articles tagged "Folio Institutional"
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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
Goldman Sachs buys Folio to gain an RIA-custody toehold, and gets robo-advisors in the bargain, days after Schwab buys Motif
The New York powerhouse is uncertain about taking on Schwab and Fidelity in RIA custody, but it keeps making inroads where it can in retail wealth
May 15, 2020 at 2:59 AM
To leapfrog ahead in direct indexing, Schwab to buy Motif technology and hire Hardeep Walia and much of his staff
The San Francisco company gets all of the San Mateo firm's algorithms, patents and source code but not the customer assets and 'leverage' of its giant index-investing franchise.
May 7, 2020 at 10:36 PM
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
Planned move to plastic Disney World from natural Broadmoor rankles some RIAs as perverse outcome of record-obliterating SRI confab turnout and arrival of mainstream to fringe investing approach
Women, millennials and climate change make up the trifecta driving socially responsible investing sky-high and into the arms of Mickey Mouse
December 12, 2019 at 7:01 PM
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
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
Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills
As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters
August 17, 2015 at 4:51 PM
A Microsoft alum stomps into the RIA business with $26 million in VC money, Sallie Krawcheck and a 'new' approach that looks old to skeptics
The Motif plan is monetize ideas, but other firms say they've been there, done it -- and found tepid interest
March 11, 2013 at 5:09 PM
A peek inside the rising RIA custodians fighting to overtake the Big Four
RBC, LPL, TCoA, Scottrade and National Advisors Trust are all pushing to gain the critical mass to get past also-ran status
November 29, 2011 at 5:44 AM
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
