Podcasts

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

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

How MSU Federal Credit Union uses shopping incentives to get customers to engage beyond just checking their balances

  • Michigan State University Federal Credit Union partners with Prizeout to provide cashback rewards and drive digital engagement, replacing declining interchange revenue.
  • Listen in to our podcast with MSU FCU's Chief Innovation Officer, Ben Maxim, and Prizeout CTO, Brendan Grove to talk about how FIs are finding new ways to engage their customers.
Zachary Miller | May 14, 2024
Podcasts

Card Launch 101 (Live): Your ultimate guide to building and launching a successful card

  • Launching a card today requires clear planning, focused execution, and ongoing testing to make a card program really successful.
  • Join executives from Galileo, FNBO, and DailyPay as they discuss a playbook for successful card launch based on years of hard-earned experience and expertise.
Zachary Miller | May 07, 2024
Podcasts

Inside Vanguard’s CX modernization journey with Aaron Taylor, Personal Investor CIO, and Marco De Freitas, Head of CX and Digital

  • As Vanguard became more committed to modernizing its CX, it made key investments in its team, structures, processes, skillsets, and technology stack.
  • Leaders from the personal investment side of the business join us on the podcast to discuss how one of the largest asset managers in the world is aligning design with more positive customer outcomes.
Zachary Miller | April 29, 2024
Podcasts

MoneyLion’s maniacal mission of rewiring finance with Dee Choubey

  • Five years ago, MoneyLion was competing as a neobank, driven to deliver growth on its customer numbers. Since going public, Dee Choubey's firm has evolved into a platform.
  • The MoneyLion CEO joins us on the podcast to explain why seeing the firm as a neobank isn't accurate, where growth in the business is coming from, and his view of the future of banking.
Zachary Miller | April 25, 2024
Podcasts, Running an SMB

“We don’t use the word ‘disrupt’”: The future of financial services, starting with distribution

  • Tearsheet editor Zack Miller discusses the future of financial services technology, as he reflects on his conversation with Brian Busch, host of the SMB Tech Innovators Podcast powered by Gusto.
  • The two discuss the intersections of traditional financial institutions and fintech innovation, the challenges of integrating innovation, the impact of industry consolidation, the rise of embedded finance, and the imperative of partnership in driving the industry
Zachary Miller | April 23, 2024
More Articles