Franklin Templeton

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  What Makes Your Clients Tick? A Peek at 10 Finance Firms’ Customers

  By Joyce Hanson, AdvisorOne  |  August 17, 2012

  Looking to connect with potential clients? New Media Metrics analyzed the customers of 10 major financial institutions to discover their interests and favorite media, as well as the emotional pull of the banks themselves.

• Top Fund Managers Reveal Investment Opportunities

  By John Sullivan, AdvisorOne  |  July 26, 2012

  Chairman and CEO Joe Mansueto kicked off Morningstar’s 2012 Investment Conference in Chicago on June 20 by noting the presence of 1,850 attendees, 75 journalists and 200 exhibitors at this year’s show.

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  Top Fund Managers Reveal Investing Opportunities

  By John Sullivan, AdvisorOne  |  June 21, 2012

  Morningstar’s associate director of fund analysis hosted a panel of high-profile fund managers for the general session at the company’s annual conference in Chicago.

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  Is It Time to Panic?: Templeton’s Hasenstab

  By John Sullivan, AdvisorOne  |  June 21, 2012

  “I’d like a boring summer for a change, but it doesn’t look like it will happen,” Hasenstab says.

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  New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2012

  This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.

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  Advisor iPad App Allows Client Reviews to Go Anywhere

  By Joyce Hanson, AdvisorOne  |  May 21, 2012

  “As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.

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  New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

  By Marlene Y. Satter, AdvisorOne  |  April 11, 2012

  This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.

• Lifecycle Products Grew 8% in Q4 to $842 Billion

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.

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  JPMorgan Cracks Top 10 as Fund Manager, Thanks to Advisors

  By John Sullivan, AdvisorOne  |  March 13, 2012

  A sea change may be occurring in the $12 trillion asset management space, as JPMorgan Chase in February became the first bank to crack the top 10 list of the largest U.S. stock and bond funds.

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  Franklin Templeton Launches iPad App for Advisors, Investors

  By Danielle Andrus, AdvisorOne  |  March 12, 2012

  Franklin Templeton announced on Monday that it has launched an iPad app for advisors and investors with fund information and portfolio manager perspectives.