Deals & People January 23rd, 2024 Franklin Retirement Heads Aim to Double AUM Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...
Products January 11th, 2024 Product & Service Launches – 1/11/24 UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs;...
Products January 4th, 2024 TIFIN, Franklin Templeton Launch Financial Wellness Solution Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.
Deals & People January 2nd, 2024 Advisory M&A News – 1/2/24 Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.
Products November 9th, 2023 Investment Product & Service Launches – 11/9/23 Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness...
Deals & People June 8th, 2023 Putnam CEO Reynolds to Stay at Great-West After Franklin Deal The CEO won’t go to Franklin Templeton in Putnam acquisition but will be “in part focused” on the strategic partnership...
Deals & People May 31st, 2023 Franklin Templeton to Acquire Putnam for $925 Million The deal would boost Franklin’s defined contribution asset management to $90 billion in AUM, while Great-West, parent of Empower, will...
Deals & People May 5th, 2023 Retirement Industry People Moves Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...
Deals & People May 3rd, 2023 Franklin Buys Managed Accounts Firm to Expand Adviser SMA Offerings The investment manager’s purchase of volScout will add to its managed investment strategies for advisers working with institutional clients and...