NYSE:BENCapital Markets
Is Franklin Resources (BEN) Quietly Recasting Its Identity Around Alternatives And Model Portfolios?
Earlier in June 2026, Morningstar Wealth said it is partnering with Franklin Resources, Apollo Global Management and J.P. Morgan Asset Management to build research-driven public/private model portfolios for advisors, while Franklin also launched an actively managed CLO ETF and pursued SEC exemptive relief for employee investment vehicles.
Together with strong quarterly results and growing private-credit activity at Benefit Street Partners, these moves underline Franklin’s push to deepen its...