Articles tagged "Greg Vigrass"
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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
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
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
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
