Private asset classes are also tipped to outperform bonds and real estate.
The firm has expanded its presence in Pennsylvania and Utah.
Changes will have a particular impact on the firm’s investment services business.
Latest addition is also the seventh for the firm so far in 2023.
New indie wealth firm is named for a local landmark.
Co-founder Peter Stanton remains with the firm as strategic advisor.
Led by US co-heads, the unit aims to meet investor demand for diverse assets.
The Franklin Templeton subsidiary says the South Florida market is an important one.
Team of three join the firm’s network of more than 1,300 advisors.
Many people have dipped into their rainy day fund due to the cost of living.
