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

How Generative AI and open banking are redefining personalization in financial services with Curinos’ Olly Downs

  • Generative AI and open banking are reshaping customer engagement, allowing banks to recreate the personalized experiences of traditional banking.
  • In this conversation with Olly Downs of Curinos, we explore how these technologies are transforming digital interactions and marketing strategies.
Zachary Miller | October 09, 2024
Banking, Podcasts, SMB Finance, TBBT Conference 2024

‘The confirmation of the transaction is just as important as the underlying transaction’: Truist’s Chris Ward on how to simplify global transactions for SMBs

  • Switching providers for SMBs was once about pricing, but now it's equally driven by the need for better digital solutions.
  • Chris Ward, Head of Enterprise Payments at Truist Financial Corporation, addresses this shift at Tearsheet's The Big Bank Theory Conference, recently held in New York.
Sara Khairi | October 09, 2024
Compound Influence, Podcasts

Compound Influence #3: WallStreetBets

  • In this episode of 'Compound Influence,' hosts Zack Miller and Josh Liggett dive deep into the WallStreetBets phenomenon and its impact on retail investing.
  • They explore the explosive growth of the Reddit community, its symbiotic relationship with Robinhood, and how it challenged traditional financial institutions, offering listeners a comprehensive look at a new type of disruptive force.
Tearsheet Editors | October 01, 2024
Podcasts

How Microsoft and Wipro are elevating financial services with responsible AI and cognitive assistants

  • Discover how Microsoft’s Azure OpenAI and Wipro are working to expand the use generative AI in financial services
  • Learn about their partnership and responsible AI practices with Bill Borden, Corporate Vice President at Microsoft and Suzanne Dann, CEO of the Americas at Wipro.
Zachary Miller | September 27, 2024
Partner Content, Payments, Podcasts

The post-purchase space is a land opportunity, where partnerships push FIs and merchants further into profitability, feat. Gaurav Mittal, EVP of Ethoca

  • Gaurav Mittal, Executive Vice President of Ethoca, a Mastercard company, shares that customers want to more tools when it comes to post-purchase tasks like cancellation and budgeting, but the industry has so far struggled to meet this need.
  • Mittal's experience shows that merchants and banks build deeper relationships with their customers and save on operating costs, when they strategically leverage the banking app to help customers stay on top of their money through tools like digital receipts and subscription management.
Rabab Ahsan | September 19, 2024
More Articles