Raymond James Taps Franklin Templeton Veteran For Independent Contractor Division As Advisor Support Race Intensifies
Raymond James named Franklin Templeton veteran Ronice Barlow COO of its independent contractor division as advisor support competition grows.
Chris Loveless Says Advisors Need Portfolios That Can Bend
OSAM president Chris Loveless says advisor demand is rising for tax-managed, personalized portfolios as transition support becomes a growth advantage.
Edward Jones Wants More Than Advisors In Canada. It Wants Trust Capabilities
Edward Jones Canada plans to acquire Fiduciary Trust Company of Canada from Franklin Templeton, adding trust, estate and discretionary wealth capabilities.