AdvisorEngine News and Activities

AdvisorEngine is owned by Franklin Templeton.

Franklin Templeton is one of the...

• Forbes Global 2000 (#1023);
• Fortune 500 (#468);
• S&P 500;
• TOB Iconic 10,000.

Franklin Templeton is a company listed under the stock ticker BEN (US).

Franklin Templeton has a direct presence in 7 countries.

Franklin Templeton has 20 subsidiaries including AdvisorEngine, Alcentra and Benefit Street Partners.

They are in:

• Holding48%
• Financial Services33%
• Other19%

View the org chart displaying its 8 main executives

Most searched biographies at AdvisorEngine

• Rich Cancro, Founder and Chief Executive Officer
• Ned Dane, Chief Growth Officer
• Beth Haddock, Chief Legal Officer

Popular executive movements at Franklin Templeton

• Adele Taylor, Senior Vice President, Corporate Strategy and Development, has left the company  (posted on December 20 2024).
• Francyne Mu, Portfolio Manager, has left the company  (posted on December 20 2024).
• George Stephan has joined the company as Global Chief Operating Officer  (posted on October 31 2024).

Click here to view some more movements at Franklin Templeton

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Franklin Templeton has 3,842 competitors including Fidelity (United States (USA)), American Express (United States (USA)) and USAA (United States (USA)).

Popular M&A news in Financial Services

• eToro has filed its IPO. Its stock ticker will be ETOR. (posted on May 19 2025).
• Robinhood has acquired WonderFi (posted on May 14 2025).
• Addepar has just announced a $230 Million fundraising (posted on May 14 2025).

Popular contacts in Financial Services

• Michael Miebach - Chief Executive Officer at MasterCard
• Monica Long - President at Ripple
• Karla Hernandez - Client Service Manager at Egéa Wealth Management

Learn more about the Financial Services industry

Press releases by AdvisorEngine

• AdvisorEngine® joins The Wealth Engineering Expert Sourcing Consortium - Master The HNW Wealth Advisory Maze At Scale
• Newsroom — Wealth Management Software | AdvisorEngine
• AdvisorEngine and Franklin Templeton unveil wealth management’s next evolution of goals-based planning
• AdvisorEngine integrates with Charles Schwab Trust Bank, expanding data connectivity for its wealth management platform
• Pontera and AdvisorEngine Integration to Streamline Holistic 401(k) Management Capabilities for Advisory Firms
• Study finds 'new source of tax efficiency for ETFs'
• Advisor Tech News of 2024: An Evolving List | ThinkAdvisor
• Ritholtz Wealth Management and AdvisorEngine Partner to Usher in Good Advice
• Through AdvisorEngine and Charles Schwab, financial advisors can gain new operational efficiency and provide a delightful client experience
• Newest Action! magazine covers AI in wealth management and organic growth tips for advisory firms
• View more press releases Close

Social media about AdvisorEngine

• AdvisorEngine on Wikipedia, Google News & Yahoo Finance
• AdvisorEngine on LinkedIn, Twitter & YouTube