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Franklin Templeton [view profile ]
1 Franklin Parkway  San Mateo  CA  94403  ph: 800-342-5236 

http://www.franklintempleton.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Seven of the Most Trustworthy Fund Firms In 2023
A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business...
MutualFundWire.com - Thursday, September 21, 2023
What's Next For Bob and His Team?
The Putnam chief offers hints as to what comes next, for him and for the firm, after the impending sale...
MutualFundWire.com - Thursday, June 1, 2023 Views
The Mountain Comes to Bob. Jenny Makes the Deal
Franklin gains a strategic partnership and is poised to snap up a $169-billion-AUM fund firm. ..
MutualFundWire.com - Wednesday, May 31, 2023 Views - Reader Rating: 5
Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com - Friday, May 26, 2023 Views - Reader Rating: 5
Reynolds Reveals Putnam's 12th Active ETF
The new equity fund debuted last week on the NYSE and focuses on emerging markets, other than China...
MutualFundWire.com - Thursday, May 25, 2023
With $3B, Pacer Takes the 2023 Lead
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, April 21, 2023 Views
BNY Mellon Leads With $2.3B
The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, March 20, 2023 Views
12 of MFWire's Most Popular Stories of 2022
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com - Friday, December 30, 2022 Views
20 Fund Firms Win Big With FAs
An advisor-focused publication reveals the winners of its third annual service awards...
MutualFundWire.com - Wednesday, October 5, 2022 Views
A Wirehouse Alum Joins a $176B-AUM Firm's Senior Leadership Team
The new hire will serve on the mutual fund firm's operating committee...
MutualFundWire.com - Wednesday, September 7, 2022 Views
A Biz School Opens a Building Named For a $176B-AUM Firm's Chief
The grand opening ceremony is scheduled for this Friday afternoon, and the fundster and his wife will be there...
MutualFundWire.com - Tuesday, August 23, 2022 Views
An 85-Year-Old Firm Preps 8 ETFs
The move will triple the asset manager's ETF lineup. Like its existing ETFs, all of the new ones will be actively managed. And five of the new funds will be ESG-focused...
MutualFundWire.com - Wednesday, June 8, 2022 Views
An $88B-AUM Multi-Boutique Switches Chiefs
A familiar face takes over a 104-employee shop that supports six affiliates...
MutualFundWire.com - Tuesday, May 10, 2022 Views
Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com - Thursday, March 10, 2022 Views
41 Percent of Shrinking Inflows Go to These Firms
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, February 16, 2022 Views
Despite a Rough Finale, Midsize Inflows Returned In 2021
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, January 20, 2022 Views
The Most Popular Stories of 2021
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com - Friday, December 31, 2021 Views
Midsize Firms' Market Share Falls 55 Percent
The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, December 16, 2021 Views
Four Fundster Leaders Win Admiration
These execs are among the 100 top women leaders in finance this year, according to a new list...
MutualFundWire.com - Tuesday, November 2, 2021 Views
A $100B-AUM AM's Wealth Channel Chief Passes the Reins
The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place...
MutualFundWire.com - Thursday, August 12, 2021 Views
An Ex-SSGA Distro Leader Joins a B-D Giant
The veteran fundster sales exec serves as divisional manager in the East for a publicly traded broker-dealer...
MutualFundWire.com - Thursday, July 29, 2021 Views - Reader Rating: 5
A $198B-AUM AM Adds an Asset Allocation Co-Chief
An 11-year company veteran is on the rise at the 84-year-old fund firm...
MutualFundWire.com - Thursday, July 1, 2021 Views
Week In Preview, June 28 - July 5
This week, the team at ICI will host an online event...
MutualFundWire.com - Monday, June 28, 2021 Views
ProShares and KraneShares Take the Midsize Lead
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, June 18, 2021 Views
Next Up For a $197B-AUM Active Shop: More Alts?
The fund firm's chief is keeping an eye out for deals, too...
MutualFundWire.com - Wednesday, June 2, 2021 Views
Reynolds Kicks Off Putnam's ETF Push
An 84-year-old active mutual fund firm is entering the exchange-traded fund side of the business ... but only on the active side...
MutualFundWire.com - Wednesday, May 26, 2021 Views
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com - Friday, March 12, 2021 Views
Vanguard and Virtus Top Two Lists
A related list is led by Manning and Napier...
MutualFundWire.com - Friday, February 26, 2021 Views
More Fundsters Decry Wednesday's Riot In D.C.
Asset management leaders are speaking up about the storming of the U.S. Capitol...
MutualFundWire.com - Friday, January 8, 2021 Views
The Most Popular Stories of 2020
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com - Thursday, December 31, 2020 Views
FLX Adds Four AMs and a Vault
The TPM to asset managers expands its client base and offerings...
MutualFundWire.com - Monday, December 7, 2020 Views
MassMutual and Trian Deepen Their Ties With a $1.2T-AUM Titan
The moves come amid of rumors of a renewed dealmaking push by backers of the acquisitive, publicly traded, multinational asset manager...
MutualFundWire.com - Friday, November 6, 2020 Views
A $328B-AUM Boutique's CIO Heads Out
Next year, a 13-year company veteran will step up as CIO at a Beantown fund firm...
MutualFundWire.com - Wednesday, October 28, 2020 Views
15 Years In, a Franklin Leader Shifts
The exec now leads product and specialty sales for the publicly traded asset management giant...
MutualFundWire.com - Monday, October 26, 2020 Views
FLX Expands a Team By Four and Adds a Sage
The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member...
MutualFundWire.com - Monday, October 12, 2020 Views
Scanlon Resurfaces At a Texas Shop
He previously led national sales for Gamco...
MutualFundWire.com - Thursday, September 24, 2020 Views
26 Years In, a Putnam C-Suiter Will Yield to a 23-Year Vet
The leadership handoff is scheduled for the middle of 2021...
MutualFundWire.com - Monday, September 14, 2020 Views
Fundster CEOs Get Out the Vote, and One Hosts a Fundraiser
After hosting an exclusive political luncheon last month, this chief is one of a host of CEOs lining up behind a new effort to boost voter registration and participation...
MutualFundWire.com - Thursday, August 6, 2020 Views
45 Firms Win Big, Virtually
Ark led the pack with four wins and two "highly commended" mentions...
MutualFundWire.com - Monday, July 27, 2020 Views
A Putnam C-Suite Alum Joins a Fund Firm's Parent's Board
The exec also sits on a board for an ETF family and a BDC...
MutualFundWire.com - Friday, June 5, 2020 Views
After Eight Years, a Key Retail Exec Exits BlackRock
The executive joined the New York City-based firm in September of 2011...
MutualFundWire.com - Tuesday, April 28, 2020 Views - Reader Rating: 5
Reynolds Imagines a Post-COVID-19 Future
The Putnam chief talks with other Beantown CEOs about the coronavirus crisis and what comes next...
MutualFundWire.com - Friday, April 24, 2020 Views
Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, April 16, 2020 Views
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs...
MutualFundWire.com - Wednesday, April 1, 2020 Views - Reader Rating: 5
How Long Can Fund Firms Weather the Bear Market?
A retired fundster chief talks to his hometown paper about what might be coming next for fundsters...
MutualFundWire.com - Friday, March 13, 2020 Views - Reader Rating: 4
170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com - Friday, March 6, 2020 Views
20 Fundsters and Allies Win Big In Florida
The winners were lauded last week at an industry trade group's conference in Fort Lauderdale...
MutualFundWire.com - Tuesday, March 3, 2020 Views
Flanagan Hires a Successor For a 15-Year C-Suiter
The new hire will join next month and succeed the company veteran in August...
MutualFundWire.com - Tuesday, February 25, 2020 Views
FAM's Board Expands to Ten
A fundster joins the Empire State mutual fund firm's board of directors...
MutualFundWire.com - Friday, February 21, 2020 Views - Reader Rating: 5
Week In Preview, February 10-16
This week the teams at Franklin Resources and Hennessy will host events, and the teams at several fund firms (and parents of fund firms) will release earnings reports...
MutualFundWire.com - Monday, February 10, 2020 Views
Reynolds Hires a Retail Chief
The Putnam chief brings a familiar exec back to the Beantown fund firm...
MutualFundWire.com - Tuesday, January 14, 2020 Views
The 19 Most Popular MFWire Stories of 2019
Here's what you and your peers read this year...
MutualFundWire.com - Tuesday, December 31, 2019 Views
In Memoriam
Asset management industry insiders said goodbye to a number of industry veterans in 2019...
MutualFundWire.com - Monday, December 30, 2019 Views
Moreland Brings an Ex-Broadridge Vet to Mediant
The new hire also worked at John Hancock and Putnam...
MutualFundWire.com - Wednesday, November 27, 2019 Views
Reynolds Thanks an Exiting 20-Year Putnam Leader
Stay tuned for word on who will succeed the departing exec...
MutualFundWire.com - Friday, November 22, 2019 Views
Reynolds Makes a Model and SMA Push
The Putnam chief unveils two new product lines for the mutual fund firm's FA allies...
MutualFundWire.com - Monday, November 18, 2019 Views
Putnam's Parent's Chief Keeps Looking For Deals and Efficiencies
Bob Reynolds and his team saw performance and institutional sales rise, though mutual fund sales slipped. Meanwhile, they're still looking to acquire...
MutualFundWire.com - Tuesday, November 5, 2019 Views
Week In Preview, July 29-August 4
This week, the teams at Expect Miracles and IMEA are hosting events, and a plethora of asset managers and asset managers' parents are releasing earnings...
MutualFundWire.com - Monday, July 29, 2019 Views - Reader Rating: 3
What Putnam's Parent Is Hunting For
The publicly traded multinational's CEO talks asset management M&A...
MutualFundWire.com - Tuesday, May 7, 2019 Views
Week In Preview, April 29-May 5
This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings...
MutualFundWire.com - Monday, April 29, 2019 Views
A 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com - Friday, April 26, 2019 Views
With FAs Upping Their Social Media Game, a CMO Sees Wholesaling and Marketing Transforming
A fund firm releases the sixth edition of its social advisor study...
MutualFundWire.com - Thursday, April 11, 2019 Views
A Boston MF Scion Dies At 92
The WWII vet retired almost 20 years ago after 50 years with the company...
MutualFundWire.com - Thursday, April 4, 2019 Views - Reader Rating: 5
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com - Friday, March 8, 2019 Views
The Fundster 401k Roundup
Recordkeeper and TPA deals, KPA movement, and more made headlines this week on the defined contribution side of the business...
MutualFundWire.com - Friday, February 15, 2019 Views - Reader Rating: 5
Bob Reynolds Passes a Baton
The Putnam chief is giving up one of his roles as a longtime lieutenant rises...
MutualFundWire.com - Friday, February 8, 2019 Views - Reader Rating: 5
Week In Preview, February 4-10
This week the teams at the ABA, Fund Intelligence, informa, and TD Ameritrade are all hosting events...
MutualFundWire.com - Monday, February 4, 2019 Views
Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com - Friday, January 25, 2019 Views
Putnam's Parent Refocuses Its U.S. Biz On Three Units
A publicly traded Canadian giant's south of the border arm agrees to sell a block of business to a Japanese-backed insurer...
MutualFundWire.com - Friday, January 25, 2019 Views - Reader Rating: 4
A Wirehouse's Sibling Wins In November
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com - Tuesday, December 18, 2018 Views
Hilsabeck Resurfaces to Help a Midwestern AM
A PE-backed asset manager that specializes in "essential assets investing" welcomes a new, independent board member...
MutualFundWire.com - Monday, December 17, 2018 Views
An Always Active Fund Firm's 2019 Campaign Begins
The marketing team at an asset manager with $169 billion in AUM is reaching out broadly with a new message...
MutualFundWire.com - Wednesday, December 12, 2018 Views
Four Years In, a Top Distro Exec Leaves Columbia
Word is that the executive will not be replaced at the Ameriprise subsidiary...
MutualFundWire.com - Wednesday, November 21, 2018 Views
The Best-Performing CEOs Include One Fundster
There are several other familiar faces on the new list from Harvard Business Review...
MutualFundWire.com - Wednesday, October 24, 2018 Views
Abby and Bob Party With Sir Paul
Two top fundsters were among the "few lucky souls" at a special Beantown party earlier this week...
MutualFundWire.com - Friday, October 12, 2018 Views
As First Trust Takes the Lead, Bridge Builder Slows
M* updates ETF and long-term, open-end mutual fund flows data for September 2018...
MutualFundWire.com - Thursday, October 11, 2018 Views
MassMutual Finds an OpFunds Buyer, But ...
The deal isn't done just yet. Rumor has it that price is still a sticking point...
MutualFundWire.com - Friday, September 21, 2018 Views
Kevin Clifford Passes the Reins
The Capital Group distro bigwig is about to retire. He's been with the company longer than any other management committee member...
MutualFundWire.com - Tuesday, September 18, 2018 Views - Reader Rating: 3
Putnam's Big Move Is Almost Here
Reynolds is moving the fund firm's Beantown HQ. Meanwhile, the firm will maintain a key office in Andover...
MutualFundWire.com - Thursday, September 6, 2018 Views
Are Asset Managers No Longer the Poor Relations?
An international paper ponders the rise of asset management execs within broader financial services firms...
MutualFundWire.com - Tuesday, September 4, 2018 Views
Where Is John Hailer Now?
The former Natixis chief for the Americas and Asia takes a new board spot...
MutualFundWire.com - Thursday, July 5, 2018 Views
Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com - Monday, June 4, 2018 Views
Meta Roboadvice Wins Over Another Robust Giant
Yet again, a publicly traded financial services shop is investing in a roboadvisor that works through advisors (instead of trying to replace them)...
MutualFundWire.com - Friday, June 1, 2018 Views
With a $10B War Chest, a Multinational Targets U.S. Asset Managers
A publicly traded, family-controlled giant could be doing a lot of dealmaking over the next five years, especially here in the United States...
MutualFundWire.com - Wednesday, May 16, 2018 Views - Reader Rating: 5
A Canadian Multinational Keeps Hunting For U.S. Asset Managers
Yet the publicly traded firm's chief insists that he's in no rush...
MutualFundWire.com - Wednesday, May 9, 2018 Views
Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com - Monday, April 30, 2018 Views
How Do Fundsters Support FA's Social Media Savvy?
Putnam continues to track the rising importance of social media networks to financial advisors...
MutualFundWire.com - Tuesday, April 3, 2018 Views
Gamco Sues One of Its Own Distro Execs
A fight over mutual fund distribution commissions spills over into federal court...
MutualFundWire.com - Thursday, March 15, 2018 Views
A Japanese Giant Banks on Buying a Slice of Another Big Asset Manager
For the second time in less than four months, this Japanese insurer is poised to buy a sizable minority stake in a multinational asset manager with a big U.S. presence and 12 figures of AUM...
MutualFundWire.com - Wednesday, March 14, 2018 Views
Week In Preview, March 5-11
In the final week before Daylight Savings Time 2018 kicks in, the MFDF, MFEA, RBC CApital Markets, and the SEC are all hosting events. This week is also the beginning of the fourth "Ring the Bell for Gender Equality" movement...
MutualFundWire.com - Monday, March 5, 2018 Views
Week In Preview, February 26 - March 4
The ABA, Innovator, Lipper, NICSA, and Pageant are all hosting events this week...
MutualFundWire.com - Monday, February 26, 2018 Views
Reynolds Reorgs and Rebrands His Original Putnam Flagships
The Beantown fund firm's chief continues to shake up its lineup, this time with fund mergers and name changes...
MutualFundWire.com - Thursday, February 1, 2018 Views
First Trust and Bridge Builder Lead the Monthly Pack, Again
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com - Monday, January 29, 2018 Views
SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com - Thursday, January 25, 2018 Views
Putnam Transforms a $4.75B Pair of Funds
The move is a part of "a major strategic initiative" by Bob Reynolds and his team at the Beantown mutual fund shop...
MutualFundWire.com - Wednesday, January 17, 2018 Views
2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com - Friday, December 29, 2017 Views
An Irish Charity Gathers Fundsters to Honor a Star PM
A famed retired fundster was the headline honoree at a Beantown party last week...
MutualFundWire.com - Tuesday, November 21, 2017 Views
Franklin's New Global Distro Chief Hunts for a Key Hire
A top executive at the publicly traded mutual fund shop plans to retire next year...
MutualFundWire.com - Tuesday, November 7, 2017 Views
Reynolds Puts a Putnam Veteran In Charge of a Sister Shop
Great-West Investments gains a new leader after David Musto's departure. Meanwhile, a familiar face is taking a over key piece of Putnam...
MutualFundWire.com - Monday, October 30, 2017 Views
Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Thursday, October 12, 2017 Views
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  1. MFDF In Focus: Insights and Lessons Learned from a Retired Funds' CEO, September 21
  2. IMEA roundtable: Portfolio Construction, September 21
  3. WE Pacific NW and CFA Society Seattle Welcome Mixer, September 22
  4. Havener Capital's Boutique Week 2023, Sep 26-29
  5. FT's Future of Asset Management North America, Sep 27-28
  6. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  7. Women In Finance Fall Mix n' Mingle Happy Hour, September 28
  8. Expect Miracles Atlanta Coast Classic, October 2
  9. MFDF webinar - Exchange Traded Funds: A Market Update for Fund Directors, October 4
  10. 4th Annual ETFGI Global ETFs Insights Summit - United States, Oct 4-5
  11. 8th Annual FUSE Forum, October 5
  12. ICI & GCMFA Networking Reception, October 10
  13. 2023 MMI Annual Conference, Oct 11-13
  14. 2023 IDC Fund Directors Conference, Oct 11-13
  15. IMEA Star Awards Celebration, October 17
  16. IMEA Marketing Summit, Oct 17-18
  17. WE South - ETF Conversations, October 17
  18. MFDF Director Discussion Series - Open Forum via Zoom, October 23
  19. ICI 2023 Securities Law Developments Conference - Day 1, October 24
  20. Schwab Impact 2023, Oct 24-26
  21. 2023 MMI Legal & Compliance Seminar, October 26
  22. ICI 2023 Securities Law Developments Conference - Day 2, October 26
  23. MFDF Director Discussion Series - Open Forum (Los Angeles), November 1
  24. IMEA DE&I Roundtable, November 1
  25. IMEA Leadership Summit, Nov 1-2
  26. WIPN Nebraska - 3rd Annual Collegiate Career Exploration Event, November 2

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