Steve Wallman

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  New SEC Committee to Put Retail Investors First

  By Melanie Waddell, AdvisorOne  |  June 12, 2012

  “Many individual investors feel like they are under siege,” SEC Commissioner Luis Aguilar said at the group's first meeting.

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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.

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  Are Portfolios-to-Go Threatening Full-Service Brokerage and Advisory Firms?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  April 22, 2011

  The new herd of low-cost portfolio managers may pose a threat to advisors and their investment business model.

• Foliofn Ups the Ante

  By Melanie Waddell, AdvisorOne  |  September 1, 2002

  Foliofn is hitching its wagon to the booming separately managed account market with the recent launch of Folio Allocator. The online brokerage firm's founder and...

• Still Selling

  By Staff Writer  |  December 1, 2001

  In a tough marketplace, folio companies shift gear