Tag : 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
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
— 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
by Fintech News Desk0
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
by Fintech News Desk0
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......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
Business Fintech News

Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
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Alkami Technology Announces Financing Led by D1 Capital Partners

Fintech News Desk
by Fintech News Desk0
$140 Million capital raise comes as Alkami nears 10 million digital users Alkami Technology, Inc. (Alkami), a leading cloud-based digital banking solutions provider for banks and credit unions, announced the initial closing of a $140 million funding round. D1 Capital Partners was the lead investor in the financing, alongside Fidelity Management & Research......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
Franklin Templeton Expects to Close Acquisition of Legg Mason on July 31, 2020
Fintech News

Franklin Templeton Expects to Close Acquisition of Legg Mason on July 31, 2020

Fintech News Desk
by Fintech News Desk0
Franklin Resources, and Legg Mason,  announced that all conditions to the closing of their previously announced merger transaction have been satisfied and the transaction is expected to close on July 31, 2020. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund, Supporting Families of......
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