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  Folio Investing’s Target Date Folios Outperform Traditional Target-Date Funds

  By Melanie Waddell, AdvisorOne  |  January 28, 2013

  Steven Wallman, founder and CEO of Folio, says investors “deserve better” than traditional target-date funds.

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  From Wirehouse Brokers to Mom, ChartLabPro Brings Stock-Picking Online

  By Joyce Hanson, AdvisorOne  |  October 24, 2012

  ChartLabPro.com's mission is to provide an easy-to-use platform that won’t intimidate investors, no matter what their level of experience.

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  Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

  By Michael S. Fischer  |  August 1, 2012

  With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.

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  Creating Wealth Isn’t Quick or Easy. So Why Do So Many Think Otherwise?

  By Andrew Rice, Money Management Services  |  May 19, 2012

  An important part of our job as advisors is to separate fact from fiction for our clients; a (market) picture can be worth a million words.

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  Top 10 Trends in Wealth Management for 2012

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  January 24, 2012

  Whither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.

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  TD Ameritrade Posts Mixed Results on Lower Trading for Q1 FY 2011

  By Josh Funk, AP Business Writer  |  January 17, 2012

  TD Ameritrade reports that net new assets of $10.2 billion grew 11% vs. last year but dropped 18% from the previous quarter, as total assets hit $406.3 billion.

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  To Improve Target-Date Fund Performance, Folio Uses Relational Diversification

  By Danielle Andrus, AdvisorOne  |  July 20, 2011

  Folio Investing announced on Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies.