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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

Author Lisa Shidler July 14, 2016 at 8:11 PM
Admin:
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Greg Vigrass: We're not incumbent on any system. That means we've got the ability to be far more flexible. We're like the plumbers.

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Goldman Sachs RIA custodian delayed indefinitely, as 'technical details' bedevil launch date

The clock is ticking on the New York City investment bank's strategic imperative to strike while TD Ameritrade and Schwab merge, but Goldman may be facing similar obstacles combining with Folio Institutional.

March 16, 2022 at 2:47 AM

Goldman Sachs lifts two superstar RIA recruiters from Schwab and Pershing, tipping hand on a big push into the RIA space, targeting early 2021 custody launch

The Wall Street B2B superbrand prepares RIA distribution and poaches Richard Lofgren and Bill Dalton -- with a TD Ameritrade hire potentially in the works -- months ahead of a harder launch.

October 6, 2020 at 11:25 PM


Mentioned in this article:

Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass

Equity Advisor Solutions
Asset Custodian
Top Executive: Sean Gultig




Jacob

Jacob

July 22, 2016 — 2:14 PM

Startup or not Folio is a great custodian and highly recommended. With third party tools such as FI Analytics (https://fi-analytics.com) you’ll have a winning combination.

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