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