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

‘Brick walls are there to be broken by those who deserve to’: Curve’s story of resilience with Shachar Bialick

  • By sitting on top of the card networks, Curve is able to provide value-added financial services as an aggregator that can't be replicated by other firms further down the stack.
  • Curve's founder and CEO joins us on the podcast to share a deeper story of personal motivation and resilienc behind a shared commitment to empower individuals to take control of their financial destinies.
Zachary Miller | April 16, 2024
Podcasts

How U.S. Bank’s innovation team tries to uncover the tech trends reshaping financial services

  • U.S. Bank's innovation team shares the emerging tech trends they spotted at the latest CES conference
  • Find out how the bank's "applied foresights" approach is guiding its strategic response to disruptive industry changes
Zachary Miller | April 09, 2024
Podcasts

How Current and Lumanu are reworking their technology and customer focus to get closer to Gen Z consumer and business customers

  • Some neobanks and fintechs resonate with Gen Z much more than traditional FIs.
  • Executives from Current and Lumanu join Tearsheet editor Zack Miller to discuss how a focus on designing for Gen Z's real needs can make all the difference in serving younger customers.
Rabab Ahsan | April 04, 2024
Podcasts, The Customer Effect

‘Having a relationship with that next generation is good for banks’ immediate bottom lines’: Greenlight’s Matt Wolf

  • Banks struggle with providing the type of financial education and familiarity younger customers say they want.
  • Greenlight's Matt Wolf joined Tearsheet on stage at our Gen Z Symposium in NYC to discuss how FIs can better serve this younger demographic.
Rabab Ahsan | April 01, 2024
Podcasts

Empowering the Gen Z Future: Bridging finance and sustainability with Eunice Jung

  • The first generation of climate-conscious companies are finding resonance with Gen Z customers.
  • Future's head of partnerships Eunice Jung spoke recently at Tearsheet's Gen Z Symposium about the intersection of sustainability and finance.
Zachary Miller | March 28, 2024
More Articles