Podcasts

Making investing smart and easy — with Foliofn’s Steve Wallman

Zack Miller | October 15, 2012
close

Email a Friend

Making investing smart and easy — with Foliofn’s Steve Wallman

Steve Wallman’s Foliofn has been a pioneer in the online brokerage industry.

Founded 12 years ago, Folio has built a very strong following for its innovative service and ease-of-use. Folio also does a ton of work with professional investment advisors and their clients.

Steve joins us on Tradestreaming Radio to discuss how his stint as commissioner at the SEC provided the impetus behind founding Folio and where he believes investing is headed in the future.

Listen to the FULL interview


About Steven Wallman

founder ofSteve is the founder and CEO of Foliofn. He was Commissioner of the U.S. Securities Exchange Commission from 1994 – 1997.

Read the Transcript

COMING SOON

Learn more

Even More Resources

Photo credit: Hernan Piñera / VisualHunt / CC BY-SA

0 comments on “Making investing smart and easy — with Foliofn’s Steve Wallman”

Podcasts

Why venture capital infrastructure is finally getting automated

  • The manual processes that used to require lawyers, fund administrators, and accountants to set up private investment vehicles can now be handled by software in days instead of months.
  • Sydecar's founder explains how standardizing legal documents unlocked automation across the entire investment lifecycle, and why major banks are now acquiring platforms to bring private market access to retail investors.
Zachary Miller | December 03, 2025
Podcasts

Why every bank now needs a stablecoin strategy (whether they like it or not)

  • The GENIUS Act brings regulatory clarity to stablecoins, but Conduit CEO Kirill Gertman argues that clarity alone won't guarantee success.
  • Banks face a choice between building their own infrastructure or becoming the pipes for others.
Zachary Miller | November 19, 2025
4dFI global fintech podcast, Podcasts

Banks or Pipes: Where financial institutions go when agents take over

  • AI agents are reshaping financial services, forcing banks to choose between building proprietary models, becoming infrastructure providers, or leveraging trust through partnerships.
  • With web traffic down 20-30% and Capital One seeing 55% engagement boosts from AI concierges, the transformation is already underway.
Zachary Miller | November 13, 2025
Podcasts

AI agents are making real financial decisions: Nvidia’s Kevin Levitt on the infrastructure behind Capital One, Visa, and RBC’s live deployments

  • Agentic AI has moved into live production at Capital One, Visa, and RBC, with multi-agent systems autonomously executing trades and managing customer interactions.
  • Nvidia's Kevin Levitt explains the infrastructure demands and build-versus-buy decisions as banks deploy AI agents handling real transactions.
Zachary Miller | November 12, 2025
Podcasts

FIS’s Shane McWilliams on SMBs, data sharing, and the strategy that wins in a competitive environment

  • Banks dramatically underestimate how many customers share financial data with third parties, and most of it happens through insecure screen scraping.
  • Shane McWilliams of FIS explains why SMBs now expect their banks to serve as central financial hubs and how relationship-first thinking beats product-centric approaches.
Zachary Miller | November 07, 2025
More Articles