Founder of student aid startup Frank faces criminal trial over whether she defrauded JPMorgan Chase
NEW YORK (AP) — A Florida woman backed by wealthy advisers who created a company to make it easier for college students to ...
Advisor1d
Product roundup: Vanguard rolls out balanced mutual funds
Seven years after launching the first asset-allocation ETFs in Canada, Vanguard Investments Canada Inc. has followed up with ...
IG Wealth Management Expands Azure Separately Managed Account Offering with New Mandates and Asset Management Partners
IG Wealth Management ("IG") today expanded its Azure Managed Investments offering with the addition of six new mandates. These will provide IG clients with broader exposure to both Canadian and ...
NerdWallet6d
10 Best Robo-Advisors for Socially Conscious Investors of February 2025
These robo-advisors build socially conscious investment portfolios and manage them for you, so you can invest ethically without the effort. Many, or all, of the products featured on this page are ...
Seeking Alpha14d
Franklin DynaTech SMA Q4 2024 Commentary
Franklin Mutual Advisers, Franklin ETF and Franklin Venture Partners in addition to Franklin Equity Group, Franklin Templeton Fixed Income Group, and Templeton Global Macro. The Firm is comprised ...
MarketWatch15d
T.Rowe Price Retirement 2040 Fund;Advisor
T. Rowe Price Growth Stock Fund Z Cl TRJZX 14.20% T. Rowe Price Value Fund Z Cl TRZAX 14.00% T. Rowe Price U.S. Large-Cap Core Fund Z Cl TRZLX 9.74% T. Rowe Price Equity Index 500 Fund Z Cl TRHZX ...
Seeking Alpha16d
Franklin Small Cap Growth SMA Q4 2024 Commentary
Franklin Mutual Advisers, Franklin ETF and Franklin Venture Partners in addition to Franklin Equity Group, Franklin Templeton Fixed Income Group, and Templeton Global Macro. The Firm is comprised ...
Business Insider16d
Franklin Resources reports January-end AUM $1.58B vs.$1.58T prior month
Franklin Resources (BEN) reported preliminary month-end assets under management of $1.58 trillion at January 31, 2025, compared to $1.58 trillion at December 31, 2024. This month’s AUM reflected ...
Business Insider17d
Xsolis Ranked No. 1 Best in KLAS for Physician Advisory Services for Fourth Year
FRANKLIN, Tenn., Feb. 05, 2025 (GLOBE NEWSWIRE ... M.D., Xsolis chief medical officer and head of physician advisor services. “We are honored that Xsolis’ people, processes, and technology have been ...
Morningstar18d
Financial Advisors: Where Are Values in Your Value Proposition?
Articulating your value proposition as an advisor is harder than ever due to changes in the industry that have advisors both racing to increase their breadth of services and compete against new ...
moneycontrol.com22d
Franklin India Bluechip Fund - Growth
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...