Displaying 111 results
Woman in NYC bird-watcher case sues Franklin Templeton over firing
Amy Cooper says the company falsely claimed that it conducted an investigation before firing her.
Morningstar expands analysis of ESG commitments by asset managers
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
AdvisorEngine finalizes integration with Schwab
The integration of the two technologies is mutually beneficial, giving RIAs access to Schwab client data and AdvisorEngine’s adviser toolbox.
Investor appetite for ETFs on the rise: Schwab
ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.
Charges dropped against former Franklin Templeton exec who called police on Black bird-watcher
Amy Cooper was fired last year after accusing a Black man in Central Park with threatening her. The charges were dropped after she completed court-sanctioned therapy sessions about racial bias, according to Bloomberg News.
Franklin Templeton’s managed account product could be future for DCIOs
Managed accounts offer DCIOs the opportunity to be a more active and important part of the DC ecosystem. It moves them from being dependent on record keepers, advisers and plan sponsors to create the strategy to help participants, to being an advice provider of customized investment solutions.
Vestwell adding first managed account option to its 401(k) business
The managed-account service will stand out in the marketplace because it will be embedded in Vestwell’s technology, rather than located away from a record keeper and within an investment manager’s system, a detail that will help the firm compete on cost
Franklin Templeton partners to launch new robo-adviser Tango
The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management
Fund sponsor M&A makes retirement CIO jobs more complicated
Mergers of fund management companies add to due diligence chores for retirement industry chief investment officers
More active ETFs are launching than passive
So far this year, 68 active exchange-traded funds have started trading, compared with 63 passive ones
Franklin Advisers, Franklin Templeton agree to SEC penalties of $325,000
The firms exceeded the 10% cap on a fund manager investing in another investment company
UBS gives wealthy clients Goldman, Pimco strategies at no extra cost
The firm is expanding the choices available in its separately managed accounts
Woman in Central Park video fired by Franklin Templeton
Amy Cooper, head of insurance investment for the fund company, called the police on an African American man who asked her to put her dog on a leash
Giant fund companies are upbeat on stocks
Fund managers and strategists at Capital Group, Franklin Templeton and BlackRock say equities remain attractive
Franklin Templeton buys AdvisorEngine
The digital wealth management platform had been up for sale since January
Franklin-Legg Mason combo could produce nontransparent ETF powerhouse
Will a majority stake in Precidian Investments put the merged firms on the ETF map?
Franklin exits fund purgatory with Legg Mason deal
The acquisition will double Franklin's assets, which hadn't grown in the last 18 months
Franklin Resources agrees to buy Legg Mason
The deal will create an active management giant with $1.5 trillion in assets
As clients and advisers get younger, firms feel pressure to up their tech game
There is no upside to falling behind the technology innovation curve
Fiduciary Trust hunting for more wealth managers
The company's deals to buy The Pennsylvania Trust and Athena Capital Advisors are just the beginning, execs said
