This partnership delivers timely solutions that ultimately benefit plan participants.”įolio Institutional and KTRADE now offer advisors and their DC plan sponsor clients high value, enhanced retirement plan administration, investment selection and fiduciary liability management services. “Fiduciary duty, conflict management scrutiny and the growing number of retirees are just some of the pressures causing them to review their DC plan’s administrative costs and investment products. “Today, advisors and plan sponsors are facing critical issues that will impact their ability to act on behalf of plan participants, manage costs and grow their business,” said Greg Vigrass, president of Folio Institutional. ![]() KTRADE provide a well - designed path to retirement security through its national network of 22 third - party administrators. It serves retirement plan s through its open architecture, CEFEX and Soc 1 - certified recordkeeping service. Together, Folio and KTRADE give plan sponsors and their advisors a better way to avoid conflicts of interest, manage defined contribution (DC) plan cost s and significantly enhance plan participant services.įounded in 2004, KTRADE is a recordkeeping firm with a deep understanding of the RIA industry and managed accounts. McLean, Va., March 30, 2016 – Folio Institutional, the comprehensive one - stop platform for registered investment advisors (RIAs) that combines clearing, custody and a broad array of innovative technology services, announced today that it has partnered with North American KTRADE Alliance, LLC (KTRADE). Please ensure that you fully understand the risks involved before trading at /disclosures.Kathy King Folio Institutional Solves the Fiduciary Duty Puzzle with KTRADE Partnership Partnership improves open - architecture retirement plan s’ administration, investment choices and costs Cryptocurrency execution and custody services are provided by Bakkt (NMLS ID 1828849) through a software licensing agreement between Bakkt Crypto Solutions, LLC and Folionet Technologies LLC. Bakkt is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrencies are not FDIC or SIPC insured. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Additionally, they are not insured by any federal government agency.Ĭryptocurrency trading is provided by Bakkt Crypto Solutions, LLC (“Bakkt”). Not FDIC insured, no bank guarantee and may lose value. Review our Day Trading Disclosure and Margin Disclosure for more information on this topic. Trading on margin or Day Trading involve high risk, including the possibility of losing more than you invested. Deposit and lending products are offered by Apex Clearing. Screens captures and stocks mentioned are for illustrative purposes. There may be regulatory costs related to FINRA and the SEC. ![]() Response time and platform availability are subject to market conditions and limitations of mobile connections. ![]() Folionet App may not be available on all devices. Investment advisory services are provided by Folionet Advisers LLC, a Florida Registered Investment Advisor. Brokerage services are provided by Folionet Financial LLC, a US broker dealer member of FINRA and SIPC.
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