Networking, Not Cold Calling, Wins Plan Sponsor Business: Franklin Templeton
Study of DC market, “Insights on Closing the Sale,” identifies best practices for lead generation, prospect management and finals activity.
Top Portfolio Products: Franklin Templeton Adds Portfolio Tool
Private Client Resources and the Argus Research Group form a strategic partnership
Top Portfolio Products: Franklin Templeton Takes Stake in K2 Fund of Hedge Funds
This week in portfolio product announcements, Franklin Templeton completed a majority stake acquisition in K2 Advisors, MFS added to its target date fund lineup and more.
Top 5 Fund Providers Most Liked by Advisors
A Cogent Research survey uncovered the five most liked service providers in each of three fund types: mutual funds, ETFs and variable annuities.
3 Self-Defeating Investor Behaviors: Franklin Templeton
With the help of "Predictably Irrational" author Dan Ariely, Franklin Templeton pinpoints three behavioral reasons why fearful investors may miss opportunities.
Top Portfolio Products: Franklin Templeton to Buy Stake in K2
Plus, Goldman risk-management fund targets RIAs and more product news.
New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital
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.
Americans Reluctant to Invest in Equities: Franklin Templeton
Despite strong U.S. equity market returns in early 2012, indications are that Americans remain investment spectators, a study designed by Duke professor Dan Ariely found.
Top Portfolio Products: New PIMCO, State Street Funds
Plus other new products and portfolios are launched by Franklin Templeton, SteelPath, Brown and Envestnet.
Melissa Sayer, a resident of Westfield, N.J., was dying to get an iPad.