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As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.
August 13
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The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.
August 6
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The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5
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He's the second executive to depart the custodian in the past two weeks.
August 4
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A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.
July 16
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“Overall there were not many positive data points to hang your hat on,” according to analysts. Advisor headcount, net interest income and assets were down.
July 14
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The firm's new suite of eight low-cost ETFs include two funds that are no-fee.
June 5
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The acquisition, set to close later this year, will create a behemoth among custodians.
June 4
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The firm experienced record call volumes earlier this year.
May 28
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Approximately 450 RIAs custody with Folio, which has $11 billion in assets.
May 14
