AdvisorEngine News and Activities

AdvisorEngine is owned by Franklin Templeton.

Franklin Templeton is one of the...

• Forbes Global 2000 (#1488);
• 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 23 subsidiaries including AdvisorEngine, Alcentra and Benefit Street Partners.

They are in:

• Holding46%
• Financial Services38%
• Other17%

View the org chart displaying its 12 main executives

Most searched biographies at AdvisorEngine

• Rich Cancro, Founder and Chief Executive Officer
• Beth Haddock, Chief Legal Officer
• Raj Madan, Chief Information Officer

Popular executive movements at AdvisorEngine

• Tim Foley has joined the company as Head of Artificial Intelligence  (posted on January 23 2026).

Popular executive movements at Franklin Templeton

• Kim Roy who was Chief Operating Officer, US Distribution, becomes Chief Operating Officer of Global Client Group  (posted on April 1 2026).
• Brett Mossman has joined the company as Head of United States Product  (posted on March 31 2026).
• Lyenda Delp has joined the company as Head of Global Insurance and Institutional Asset Solutions  (posted on March 31 2026).

Click here to view some more movements at Franklin Templeton

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Franklin Templeton has 4,103 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• SignalPlus has just announced a $500 Million fundraising (posted on June 4 2026).
• The new name of Paymark is Cuscal Paymark. (posted on June 4 2026).
• The new name of Equals-Railsr is Equals. (posted on June 4 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management
• Michael Miebach - Chief Executive Officer at MasterCard

Learn more about the Financial Services industry

Press releases by AdvisorEngine

• “Operational paradox” throttling RIA growth
• AdvisorEngine Portfolio Solutions re-imagines TAMP experience to deliver a fully-connected practice platform
• AdvisorEngine Client Portal blends intuitive technology and leading design to drive investment advisor-client engagement
• Artificial Intelligence leader Tim Foley joins 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'
• View more press releases Close

Social media about AdvisorEngine

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