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...
Data & Research March 15th, 2023 Shifting Adviser Preferences Transform Broker/Dealer Revenue Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.