Tag : Franklin Templeton

AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
Western Asset and Franklin Templeton Launch Western Asset Long Credit VIT
Investment Services News

Western Asset and Franklin Templeton Launch Western Asset Long Credit VIT

Business Wire
Western Asset, one of the world’s leading fixed income managers, in partnership with parent company Franklin Templeton, has launched the Western Asset Long Credit VIT. The fund is a series of Legg Mason Partners Variable Income Trust. Legg Mason Partners Fund Advisor, LLC (“LMPFA”) acts as the Fund’s investment manager.......
Franklin Templeton Announces the Franklin OnChain U.S. Government Money Fund Surpasses $270 Million in Assets Under Management
Investment Services News

Franklin Templeton Announces the Franklin OnChain U.S. Government Money Fund Surpasses $270 Million in Assets Under Management

Business Wire
First U.S.-registered mutual fund to process transactions and record share ownership on Stellar blockchain Franklin Templeton announces the Franklin OnChain U.S. Government Money Fund has surpassed $270 million in assets under management (AUM) as of March 31, 2023. The Fund’s transfer agent maintains the official record of share ownership via a proprietary......
Franklin Templeton to Acquire Alcentra from BNY Mellon
Investment Services News

Franklin Templeton to Acquire Alcentra from BNY Mellon

Fintech News Desk
Transaction will double the size of Benefit Street Partners’ assets under management to $77 billion and increase Franklin Templeton’s alternative assets under management to $257 billion Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, and The Bank of New York Mellon Corporation announced that Franklin Templeton......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Checkout.com Raises $1 Billion in Series D Amid Major US Market Push
Digital Payments News

Checkout.com Raises $1 Billion in Series D Amid Major US Market Push

Fintech News Desk
Global payments processor reaches $40 billion valuation, raising total of $1.8 billion to date On the heels of a highly successful year processing hundreds of billions of dollars in payments for some of the world’s largest merchants, Checkout.com raised $1 billion in its Series D funding round at a valuation of $40 billion. Primary......
UNest Raises $26 Million in Series B Funding to Empower Parents to Build a Better Future for the Talent of Tomorrow
Fintech News

UNest Raises $26 Million in Series B Funding to Empower Parents to Build a Better Future for the Talent of Tomorrow

Fintech News Desk
— Led by The Artemis Fund, the round includes existing strategic partner Northwestern Mutual and new investor Franklin Templeton, which takes a board seat; Launchpad Capital and Square co-founder Jim McKelvey also participated — UNest, a fintech company that helps parents invest and save for their kids’ future, announced it......
Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants
Fintech Investments News

Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants

Fintech News Desk
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral finance insights and a personalized investment solution designed to improve retirement outcomes in Defined Contribution (DC) Plans. Franklin Templeton’s patent-pending proprietary Goals Optimization Engine (GOETM), combined with vWise’s Experience Platform, will use real-time......
Franklin Templeton Partners with Vestwell to Deliver Advisor Managed Account Offering in a Modern Recordkeeping Construct
Business Fintech Investment Services News

Franklin Templeton Partners with Vestwell to Deliver Advisor Managed Account Offering in a Modern Recordkeeping Construct

Fintech News Desk
Thousands of financial advisors can now leverage Franklin Templeton’s Goals Optimization Engine (GOE) to provide personalized advice for their retirement plan clients Franklin Templeton has partnered with digital recordkeeping platform Vestwell to build an advisor managed account experience that will reset the bar on how advisors engage with clients. The new offering combines......
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