Trending...
- Dynamic Dachshund Dog Goes Global: Remember Point Launches a New Bilingual Children's Book
- Easwe D10, C20, and C30: Lightweight Folding Electric Wheelchairs Built for Easier Travel
- U.N. Committee Reiterates Forced Psychiatric Detention a Human Rights Violation; CCHR Calls on the U.S. to Implement Protections
DRESHER, Pa., Jan. 27, 2022 /PRNewswire/ -- Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced that Franklin Templeton has selected Ascensus to host its Personal Retirement Path managed account services offering.
"Personalization is core to our value proposition at Franklin Templeton, and we believe it is the key to driving financial independence for every U.S. worker and household," said Yaqub Ahmed, Head of Retirement, Insurance & 529 – U.S. at Franklin Templeton. "Through our partnership with Ascensus, we look forward to empowering advisors with the resources needed to create a path toward financial well-being at all stages of a participant's savings journey."
Personal Retirement Path managed accounts deliver personalized portfolio management to help individual investors reach specific goals. Its proprietary Goals Optimization Engine (GOE™), which is based on award-winning academic research, makes personalization at scale a reality. The offering is backed by Franklin Templeton's strong commitment to servicing the retirement industry, along with its deep multi-asset investment expertise within Franklin Templeton Investment Solutions.
Ascensus announced the expansion of its managed account services—which are supported by its purpose-built technology and open-architecture platform with no proprietary investment requirements—in September 2020. Since then, it has continued to develop its infrastructure to give institutional partners and advisors more choices that can enable them to deliver personalized account management services to their clients and savers. The addition of Franklin Templeton's Personal Retirement Path is another example of Ascensus' commitment to offer more savings options that can potentially drive better retirement outcomes.
More on The PennZone
"As the appetite for saver personalization continues to grow, Ascensus has positioned itself to support an enhanced level of choice via our open-architecture approach," said Jason Crane, Ascensus' head of retirement distribution. "In Franklin Templeton, we're working with a partner that shares our passion for helping savers achieve their retirement goals; we're extremely proud to add Personal Retirement Path to our array of managed account services."
"The flexibility of Ascensus' managed account services reflects our independent business model," adds Crane. "We'll continue to work with partners that complement our business model, philosophy, and values while supporting unique investment management approaches and expanding relationships."
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 165 countries. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over $1.5 trillion in assets under management as of December 31, 2021. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.
More on The PennZone
About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
SOURCE Ascensus
"Personalization is core to our value proposition at Franklin Templeton, and we believe it is the key to driving financial independence for every U.S. worker and household," said Yaqub Ahmed, Head of Retirement, Insurance & 529 – U.S. at Franklin Templeton. "Through our partnership with Ascensus, we look forward to empowering advisors with the resources needed to create a path toward financial well-being at all stages of a participant's savings journey."
Personal Retirement Path managed accounts deliver personalized portfolio management to help individual investors reach specific goals. Its proprietary Goals Optimization Engine (GOE™), which is based on award-winning academic research, makes personalization at scale a reality. The offering is backed by Franklin Templeton's strong commitment to servicing the retirement industry, along with its deep multi-asset investment expertise within Franklin Templeton Investment Solutions.
Ascensus announced the expansion of its managed account services—which are supported by its purpose-built technology and open-architecture platform with no proprietary investment requirements—in September 2020. Since then, it has continued to develop its infrastructure to give institutional partners and advisors more choices that can enable them to deliver personalized account management services to their clients and savers. The addition of Franklin Templeton's Personal Retirement Path is another example of Ascensus' commitment to offer more savings options that can potentially drive better retirement outcomes.
More on The PennZone
- Sister Files Lawsuit Against Georgia Funeral Home for Alleged Mishandling of Brother's Remains
- KeysCaribbean Resorts Offer Savings On Summer Vacations Now Through Aug. 31
- Crossroads4Hope Announces The Lipschutz Women's Fund
- AI, Drones, Defense & Explosive Growth: Why ZenaTech Is Emerging as One of the Most Compelling Technology Growth Stories (N A S D A Q: ZENA)
- 91 Per Cent of Enterprises Will Increase AI Spending. Most Can't See the Cost — or the Risk!
"As the appetite for saver personalization continues to grow, Ascensus has positioned itself to support an enhanced level of choice via our open-architecture approach," said Jason Crane, Ascensus' head of retirement distribution. "In Franklin Templeton, we're working with a partner that shares our passion for helping savers achieve their retirement goals; we're extremely proud to add Personal Retirement Path to our array of managed account services."
"The flexibility of Ascensus' managed account services reflects our independent business model," adds Crane. "We'll continue to work with partners that complement our business model, philosophy, and values while supporting unique investment management approaches and expanding relationships."
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 165 countries. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over $1.5 trillion in assets under management as of December 31, 2021. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.
More on The PennZone
- Harrisburg's newest restaurant, Eleve, sells out entire inventory during Grand Opening
- New ProEssentials v11: Native WinUI Charting Library, 100M Points in 15ms, Following Microsoft's Vision for True Native Swap-Chain Rendering
- New AI Customer Segmentation Guide Warns Marketers Not to Confuse Technical Precision With Business Value
- Salestrics Releases Version 2.0 to Unify CRM, Business Email, and Operations on a Single Customer Graph
- Aderra Opens in Magnolia, Texas, Offering a New Model for 62+ Homeownership
About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
SOURCE Ascensus
Filed Under: Business
0 Comments
Latest on The PennZone
- Cover Story about Matthew Cossolotto – Author of Harness Your PromisePower -- Published in July 2026 Enterprise World Magazine
- Philadelphia Community Invited to Unite for Praise-A-Thon Summer Concert Benefiting Cobbs Creek
- Lineus Medical Signs Partnership Agreement with DIMA MedTech to Support Expansion into Italy
- New Research: Deterministic Decompilation of Hermes Bytecode Back to Readable JavaScript
- The J. Wes Project Celebrates 11 Years of Love, Music & Inspiration
- Lionheart Holdings and KEO Energy Sign Letter of Intent for Proposed Business Combination
- MoMojo Records announces new album from Jad Tariq
- Marcus Christ Announces Singles: "The Hammer Goes Click" and "You Hate Me, I Hate You"
- Fatal FOMO May be Your Last Roll of the Dice
- Martin A. Sumichrast Joins Hawkeye Systems, Inc. as Chairman of the Board
- Allstream Energy Partners Returns as a Media Partner for the 2026 API Inspection & Mechanical Integrity Summit in San Antonio
- Community Partnership Brings Live Theater to 150+ Young People
- Best Rainbow Baby Charities That Support Bereaved Parents After Pregnancy Loss: A Complete Guide
- PokerStars & Ladbrokes veteran buys into Finnish news media Rahapelisanomat
- Former Judge Chris Oldner Honored as Best Lawyer by "D Magazine" for 6th Straight Year
- Missouri Hemp Businesses File Federal Lawsuit Challenging HB 2641
- Boston Industrial Solutions Launches New Citrine® SA1-370 Silicone Glue for Permanent Adhesion
- Northeast Airlines Launches New Asset Management Group
- AI Visibility Labs LLC - Dallas Texas - July 16 2026
- NextBoat's AI-Powered Marine Marketplace Gains Momentum as Record Growth Signals an Inflection Point for Investors (N Y S E American: NXB)