• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Fiduciary Trust International Welcomes New Senior Relationship Manager in New York Office

    8/6/24 9:30:00 AM ET
    $BEN
    Investment Managers
    Finance
    Get the next $BEN alert in real time by email

    Mr. Flood Brings Over Three Decades of Private Wealth Management Expertise and a Strong Industry Reputation for Driving Revenue Growth, Managing Complex Multi-Generational Relationships, and Upholding High Service Standards

    Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Kevin F. Flood, CFP®, SE-AWMA™, has joined its New York office as a senior relationship manager.

    "Meeting the needs of intricate client relationships, especially those involving high-net-worth and multi-generational dynamics, is a top priority for Fiduciary Trust International," said Anne Fitzpatrick Donahue, Fiduciary Trust International regional managing director for the New York office. "Kevin's track record in private wealth management, tax and estate planning, and his proven ability to manage multi-generational relationships make him an ideal fit for catering to the needs of our firm's most sophisticated and complex portfolios. His client-focused approach, exceptional leadership, and commitment to fiduciary excellence will enhance our offerings and drive growth."

    Mr. Flood brings more than three decades of experience in private wealth management to the team. Before joining Fiduciary Trust International, he spent over a decade as senior vice president and senior wealth advisor at Wilmington Trust, where he managed a client relationship team overseeing $870 million in assets under management and $1.3 billion in assets under administration. Prior to that, he held vice president positions at U.S. Trust/Bank of America and at Mutual of America Life Insurance Company.

    "I am honored to join Fiduciary Trust International, a firm renowned for its exceptional client service and fiduciary excellence," said Mr. Flood. "Fiduciary Trust International's commitment to innovation and global reach offers a unique platform for growth and development. I look forward to working with our talented team and leveraging our advanced offerings to address the complex needs of clients, especially those with multi-generational wealth."

    Mr. Flood earned his Bachelor of Science in Finance from St. Thomas Aquinas College and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. He also holds licenses in Life and Health Insurance for New York, New Jersey, and Delaware, as well as for Real Estate in New Jersey.

    Mr. Flood earned Executive and Performance Leadership Certificates from Cornell University and is actively involved in the Financial Planning Association, serving both national and New York Metro chapters. He is also a recipient of the Wilmington Trust Chairman's Club Award and the Wilmington Trust President's Council Award.

    About Fiduciary Trust International

    Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $102 billion in assets under management and administration as of March 31, 2024, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, Fort Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.

    About Franklin Templeton

    Franklin Resources, Inc. (NYSE:BEN) is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton's mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.6 trillion in assets under management as of June 30, 2024. For more information, please visit franklintempleton.com and follow us on LinkedIn, X and Facebook.

    Copyright © 2024 Fiduciary Trust International. All rights reserved.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20240806550680/en/

    Get the next $BEN alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $BEN

    DatePrice TargetRatingAnalyst
    6/27/2025$29.00Neutral → Buy
    Goldman
    5/14/2025$27.00Hold → Buy
    TD Cowen
    1/6/2025$21.00 → $22.00Sell → Neutral
    Goldman
    9/12/2024$20.00Equal Weight
    Wells Fargo
    8/27/2024$20.00Underweight
    Barclays
    1/8/2024$24.00 → $30.00Underweight → Equal Weight
    Wells Fargo
    1/4/2024$32.00Market Perform
    TD Cowen
    7/10/2023$20.00 → $24.00Market Perform
    BMO Capital Markets
    More analyst ratings

    $BEN
    SEC Filings

    See more
    • Franklin Resources Inc. filed SEC Form 8-K: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

      8-K - FRANKLIN RESOURCES INC (0000038777) (Filer)

      7/9/25 1:38:16 PM ET
      $BEN
      Investment Managers
      Finance
    • SEC Form 11-K filed by Franklin Resources Inc.

      11-K - FRANKLIN RESOURCES INC (0000038777) (Filer)

      6/24/25 4:28:39 PM ET
      $BEN
      Investment Managers
      Finance
    • SEC Form 13F-HR filed by Franklin Resources Inc.

      13F-HR - FRANKLIN RESOURCES INC (0000038777) (Filer)

      5/13/25 11:11:01 AM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Franklin Resources upgraded by Goldman with a new price target

      Goldman upgraded Franklin Resources from Neutral to Buy and set a new price target of $29.00

      6/27/25 7:45:02 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources upgraded by TD Cowen with a new price target

      TD Cowen upgraded Franklin Resources from Hold to Buy and set a new price target of $27.00

      5/14/25 8:49:47 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources upgraded by Goldman with a new price target

      Goldman upgraded Franklin Resources from Sell to Neutral and set a new price target of $22.00 from $21.00 previously

      1/6/25 7:42:13 AM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Affiliate of Investment Adv. Franklin Resources Inc sold $17,500,000 worth of shares (1,519,097 units at $11.52) (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Reporting)

      7/17/25 1:14:18 PM ET
      $BEN
      Investment Managers
      Finance
    • SEC Form 4 filed by Director King Karen Matsushima

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      7/2/25 1:42:25 PM ET
      $BEN
      Investment Managers
      Finance
    • SEC Form 4 filed by Director Kim John Y

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      7/2/25 1:40:59 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

      SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

      12/12/24 1:55:24 PM ET
      $BEN
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

      SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

      12/6/24 6:28:52 PM ET
      $BEN
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

      SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

      12/2/24 4:32:37 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Large owner Johnson Charles B bought $7,442 worth of shares (420 units at $17.72) and sold $7,379 worth of shares (420 units at $17.57) (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      4/7/25 3:03:55 PM ET
      $BEN
      Investment Managers
      Finance
    • Large owner Johnson Charles B bought $1,957,000 worth of shares (100,000 units at $19.57), increasing direct ownership by 0.11% to 89,375,067 units (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      3/5/25 12:49:43 PM ET
      $BEN
      Investment Managers
      Finance
    • Large owner Johnson Charles B bought $1,907,990 worth of shares (100,000 units at $19.08), increasing direct ownership by 0.11% to 89,308,192 units (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      9/13/24 12:36:35 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Franklin Templeton Canada Announces ETF Cash Distributions

      TORONTO, July 24, 2025 /CNW/ - Franklin Templeton Canada today announced cash distributions for certain ETFs and ETF series of mutual funds available to Canadian investors. As detailed in the table below, unitholders of record as of July 31, 2025, will receive a per-unit cash distribution payable on August 11, 2025. Fund Name Ticker Type Cash Distribution Per Unit ($) Payment Frequency Franklin Brandywine Global Income Optimiser Fund – ETF Series FBGO Active 0.107261 Monthly Franklin ClearBridge Global Infrastructure Income Fund – ETF Series FCII Active 0.086326 Monthly Franklin Canadian Government Bond Fund – ETF Series FGOV Active 0.049997 Monthly Franklin Canadian Ultra Short Term Bond F

      7/24/25 4:00:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas

      Further strengthens Canvas as a leading platform for personalized and tax-managed investment solutions Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced the addition of managed options strategies to its custom indexing platform, Canvas. This latest enhancement will provide financial advisors a single account solution to implement options programs that add risk-management guardrails, target income generation, and/or diversify away from concentrated stock risk. The new strategies will be managed by the Franklin Managed Options Strategies Team (MOST), pioneers in the "risk-managed" options business with over 30

      7/21/25 7:55:00 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Hires Rich Nuzum as Head of OCIO

      Franklin Templeton today announced that Rich Nuzum, former Executive Director, Investments for Mercer, has joined Franklin Templeton Investment Solutions (FTIS) as Head of OCIO. Nuzum will be based in New York and report directly to Adam Petryk, Head of Franklin Templeton Investment Solutions. Effective July 28, Nuzum will lead the development and expansion of the OCIO business at FTIS, building on the successful growth of the firm's solutions business over the past several years. As clients increasingly tap into the extensive investment capabilities Franklin Templeton offers, FTIS fulfills a strategic role as an access point to these capabilities. Developing the OCIO business is a natura

      7/17/25 1:18:00 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Financials

    Live finance-specific insights

    See more
    • Franklin Templeton Canada Announces ETF Cash Distributions

      TORONTO, July 24, 2025 /CNW/ - Franklin Templeton Canada today announced cash distributions for certain ETFs and ETF series of mutual funds available to Canadian investors. As detailed in the table below, unitholders of record as of July 31, 2025, will receive a per-unit cash distribution payable on August 11, 2025. Fund Name Ticker Type Cash Distribution Per Unit ($) Payment Frequency Franklin Brandywine Global Income Optimiser Fund – ETF Series FBGO Active 0.107261 Monthly Franklin ClearBridge Global Infrastructure Income Fund – ETF Series FCII Active 0.086326 Monthly Franklin Canadian Government Bond Fund – ETF Series FGOV Active 0.049997 Monthly Franklin Canadian Ultra Short Term Bond F

      7/24/25 4:00:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Canada Announces ETF Cash Distributions

      TORONTO, June 23, 2025 /CNW/ - Franklin Templeton Canada today announced cash distributions for certain ETFs and ETF series of mutual funds available to Canadian investors. As detailed in the table below, unitholders of record as of June 30, 2025, will receive a per-unit cash distribution payable on July 9, 2025. Fund Name Ticker Type Cash Distribution Per Unit ($) Payment Frequency Franklin Core ETF Portfolio – ETF Series CBL Active 0.160039 Quarterly Franklin Conservative Income ETF Portfolio – ETF Series CNV Active 0.169786 Quarterly Franklin All-Equity ETF Portfolio – ETF Series EQY Active 0.157720 Quarterly Franklin Brandywine Global Income Optimiser Fund – ETF Series FBGO Active 0.0

      6/23/25 4:00:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Canada Announces ETF Cash Distributions

      TORONTO, May 23, 2025 /CNW/ - Franklin Templeton Canada today announced cash distributions for certain ETFs and ETF series of mutual funds available to Canadian investors. As detailed in the table below, unitholders of record as of May 30, 2025, will receive a per-unit cash distribution payable on June 9, 2025. Fund Name     Ticker           Type      Cash   Distribution     Per Unit    ($)       Payment    Frequency    Franklin Brandywine Global Income Optimiser Fund – ETF Series FBGO  Active 0.082593 Monthly Franklin ClearBridge Global Infrastructure Income Fund – ETF Series    FCII  Active 0.103148 Monthly Franklin Canadian Government Bond Fund – ETF Series FGOV Active 0.049997 Monthly F

      5/23/25 4:00:00 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Leadership Updates

    Live Leadership Updates

    See more
    • Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk

      New position strengthens Franklin Equity Group's risk management capabilities across equity strategies Franklin Templeton today announced the appointment of Surajit Ray to the newly created position of Head of Portfolio Construction and Quantitative Risk in Franklin Templeton's Franklin Equity Group (FEG). He will be based in the firm's New York City office. Reporting to Jonathan Curtis, Franklin Equity Group's Chief Investment Officer, Ray will work in partnership with FEG's various strategy teams to enhance the group's systematic risk-aware portfolio construction processes. This crucial role will help portfolio strategy teams align investments to a risk framework that assesses a range o

      5/21/25 9:37:00 AM ET
      $BEN
      Investment Managers
      Finance
    • Fiduciary Trust International Welcomes New Wealth Director in Atlanta

      Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a key growth market for the firm. Mr. Thomas previously served on the advisory board for Fiduciary Trust International's Atlanta market. "Jason has been advising clients and cultivating trusted relationships in Atlanta and throughout the Southeast for over 20 years," said David Edmiston, Fiduciary Trust International's regional managing director for Atlanta and Washington D.C. "An accomplis

      1/29/25 9:10:00 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Appoints Global COO to Help Expand Growing Wealth Management Alternatives Business

      New position strengthens firm's ambition to become top provider of alternative wealth solutions globally Franklin Templeton today announced the appointment of George Stephan to the newly created position of Global Chief Operating Officer of Wealth Management Alternatives. Reporting to Adam Spector, Franklin Templeton's Executive Vice President and Head of Global Distribution, Stephan oversees alternative investments product innovation and investor services and assists with business development, management and operations. Stephan will partner with the firm's distribution leaders around the world to help drive the overall distribution strategy in addition to advisor education for the altern

      10/31/24 9:15:00 AM ET
      $BEN
      Investment Managers
      Finance