Folio Institutional has rolled out a service that allows its RIA clients to tap into model portfolios run by other advisers who custody at the firm. The Model Manager Exchange, publicly announced this ...

Folio Institutional is initially offering the MMX program as a free service for all registered advisers and broker/dealers who use its platform. Advisers wishing to have their models displayed can do ...

The Folio Society has become an Employee Owned Trust (EOT) following five years of "consistent growth and publishing". It was sold to its 40 employees this week, in a buyout led by c.e.o. Joanna ...