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...
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.
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...