AdvisorEngine is an open architecture, end-to-end wealth management platform that is highly approachable, connected and scalable. With a suite of capabilities including Portfolio Management Tools, CRM, Digital Onboarding, Client Portal and Business Intelligence, the AdvisorEngine partnership approach is truly distinctive. AdvisorEngine is a wholly owned subsidiary of Franklin Templeton.
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The Action! magazine T3 2026 Special Edition examines how artificial intelligence is beginning to reshape the wealth management industry and the tools advisors are adopting in their practices.
Tackles major RIA challenges including slowing organic growth, rising client expectations and rapid tech shifts.
Explores generational wealth transfer, succession planning and advisor insights.
Actionable insights for RIAs on growing their firms, modernizing portfolio construction and adapting to next-generation investors and emerging trends.
Practice-management guidance for RIAs at all levels, highlighting peer insights, operational advice, and real-world strategies.
Explores industry opportunities and challenges such as staff diversity, advisor career navigation, generative AI, and organic growth. Includes an AI Special Report.
Covers top-of-mind firm issues including talent attraction, growth budgeting, marketing amplification, compliance, and strengthening client relationships.
Launch issue of Action! magazine addressing key challenges in wealth management. Covers macroeconomic signals, marketing budgeting, firm messaging, referrals, and RIA growth strategies.
At Franklin Templeton, we are deeply committed to supporting the independent investment advisors with whom we partner. We provide a comprehensive array of investment strategies and vehicles RIAs need to help clients achieve their goals.
