AdvisorEngine Inc. announced Tuesday its completed integration with Charles Schwab Corp.'s Advisor Center, giving thousands of registered investment advisers access to Schwab client data as part of ...
Franklin Templeton is the latest asset manager to embrace a new role: technology provider to independent financial advisors. While still closing a $4.5 billion acquisition of LeggMason, Franklin ...
Franklin Templeton has acquired AdvisorEngine, a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the U.S. that manage over ...
Franklin Templeton-owned AdvisorEngine is integrating with Schwab Advisor Center in a move that will provide full portfolio management functionality to advisors using both, according to an ...
NEW YORK--(BUSINESS WIRE)--AdvisorEngine ®, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors and their ...
AdvisorEngines, a digital wealth management platform, is expanding its technology capabilities with the acquisition of Kredible Technologies Inc., AdvisorEngines announced Thursday. Kredible, ...
Wells Fargo has hired John Tyers, former chief growth officer at AdvisorEngine, a digital wealth platform purchased by Franklin Templeton in 2020, as head of the brokerage’s Independent Advisor group, ...
In January, about two years after it acquired client relationship management software Junxure, AdvisorEngine announced it was retiring the Junxure brand name in favor of its successor, AdvisorEngine ...
It was a bit slower this week in adviser fintech land, with many presumably taking advantage of the three-day weekend to enjoy an early summer vacation, or, if my Twitter feed is any indication, ...
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