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Articles tagged "Franklin Templeton"


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The Lobster shack that's at the heart of a dispute between two Nantucket heavyweights.
May 26, 2023 at 1:41 AM

Vinay Nair: It's 'an approach we call 'embedded investments.''

TIFIN raised $109 million at unicorn-like valuation to deliver 'single largest data platform for the world of wealth and investments' -- would deliver 'embedded' products through super apps in micro-capsules

The Colo. firm just sold 14% of its conglomerate based on an eye-popping valuation to keep up with rising cash burn and appetite to buy, buy, buy...

May 18, 2022 at 12:26 AM

Tom Rampulla: We are excited to integrate Just Invest’s personalized indexing offering into our intermediary business.

Ink dry on check, Vanguard Group is set to disrupt ETFs and other index funds-- using (mostly) RIAs that manage $3 trillion--to unleash its direct-indexing SMA subsidiary

Just a day after Franklin Templeton bought RIA DI software provider, Canvas, the $8.3-trillion Malvern, Pa., giant announced it closed on its purchase of Just Invest today.

October 2, 2021 at 8:51 PM

Jenny Johnson: We’re in the midst of the fourth industrial revolution, and technological advances are reshaping how financial solutions are delivered.

With cash burn high, WisdomTree offloads AdvisorEngine onto white knight, Franklin Templeton -- which could score big with forgotten Junxure

Franklin CEO Jenny Johnson is taking the San Mateo, Calif., fund firm on an M&A tear of RIAs and RIA software and asset managers, with Legg Mason already under contract.

May 7, 2020 at 2:51 AM

David Mann: We’re leveraging active management expertise at Franklin Templeton and bringing it into the ETF world.

Franklin Templeton's ETF play reveals pain of being late -- yet it beats never

Franklin Resources has hewed to near a $42 share price back to 2006 but with $750 billion of AUM it is being deliberate with launch of single-country ETFs, opening wider window on strategic weaning from mutual fund dependency

November 10, 2017 at 12:29 AM

Yaqub Ahmed: A lot of the final decision came down to actual conversations that happened between the advisor and plan sponsor.

What post-mortems of 401(k) and 403(b) deals that got away tell advisors how plan sponsors think – and it’s not mainly about price

A Franklin Templeton study extruded the hard truth from ax-wielders that would rather just say 'no thanks' as they administer the cut

December 4, 2012 at 5:41 AM

Diane Russell:  It's just not been at the top of advisors' lists for running their businesses.

Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future

Many providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients

March 19, 2012 at 5:48 PM

Pat Allen: My favorite content from the year broke new ground, introduced new ideas, deepened my understanding or changed my mind.

How 25 pieces of web content from 2010 should guide an advisor's digital approach for 2011

Top research, analysis and marketing that help humanize the financial services business are among Pat Allen's choices

January 6, 2011 at 2:19 PM

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