For example, folio providers are not required to issue a prospectus that spells out risks the way mutual funds are.“Some of the folio companies are registered as broker-dealers; some are registered as ...

The last major stock market downturn clearly demonstrated the inadequacy of many risk assessment tools deployed by financial service professionals. With the possible exception of FinaMetrica, which ...

Dec. 15, 2017 /PRNewswire/ -- Folio Institutional announced today that Invest Forward has chosen its online brokerage, custody, clearing and robo technology services to power Invest Forward's digital ...

Intelligent investors should consider a long/short portfolio design to protect against a bear market. Hedges in the form of short selling and precious metals ownership can provide many benefits. A ...