Welcome to our dedicated page for Franklin Templeton news (Ticker: BEN), a resource for investors and traders seeking the latest updates and insights on Franklin Templeton stock.
Franklin Resources, Inc. reports developments for Franklin Templeton, a global investment manager serving individual, institutional and wealth clients across public and private markets. News commonly covers assets under management, net flows, earnings, operating results and asset-class activity across equity, fixed income, alternatives, multi-asset and cash management strategies.
Company updates also include product and platform initiatives such as model portfolios, separately managed account-style solutions and private-market access, as well as developments at subsidiaries including Western Asset Management and Fiduciary Trust International. Other recurring themes include global distribution, wealth management expansion, client group leadership and capital actions tied to the company’s NYSE-listed common stock.
CAIS, an alternative investment platform for independent financial advisors, announced a $170 million Series D led by Vista Equity Partners, with participation from AllianceBernstein (NYSE: AB), Blue Owl (NYSE: OWL), Carlyle (NASDAQ: CG), Fortress, Golub Capital, Lord Abbett, RBC and others. The round values CAIS at over $2 billion and lifts total capital raised to nearly $600 million, alongside a reported 3‑year organic revenue CAGR of 37%.
CAIS reports serving 2,500+ wealth firms and 65,000+ advisors overseeing about $8.5 trillion in client assets. In 1H 2026, transaction volume rose 53% year over year and total platform assets increased 55%, with 60% higher transaction volume among existing firms. Since 2025, CAIS has added 425+ new RIAs and independent broker‑dealers representing $1.8 trillion in assets and released 150+ new technology features in 1H 2026. Advisor Net Promoter Score reached 74, and the company highlights growing AI capabilities, deeper integrations with major custodians, and expanded education initiatives as it enters its “next chapter of growth.”
Clarion Partners, a majority-owned investment group of Franklin Templeton (NYSE:BEN), has acquired Clearwater at Sonoma Hills, a 94‑unit senior living community in Rohnert Park, California. The upscale, approximately 49,000‑square‑foot property, built in 2020, offers 70 assisted living and 24 memory care residences with capacity for 100 residents.
The community features restaurant‑style dining, theater, art studio, fitness center, putting green and landscaped indoor/outdoor spaces. Clearwater Living will continue as operating partner, while CBRE arranged the transaction. Clarion positions the asset within its strategy to invest in high-quality senior housing in supply‑constrained markets with favorable long‑term demographics, including projected growth in the affluent 80‑plus population and limited new competitive supply.
Fiduciary Trust International (NYSE:BEN), a global wealth manager under Franklin Templeton, appointed Sue Wilchusky as chief administrative officer.
Based in Radnor, PA, she will work with CEO Adam Spector and the executive team to coordinate firmwide strategic initiatives and support business growth.
Franklin Resources (NYSE: BEN) reported preliminary assets under management of $1.79 trillion at June 30, 2026, up from $1.78 trillion at May 31, 2026.
The month reflected $9 billion in long-term net inflows; the quarter showed $18 billion in long-term net inflows and average AUM of $1.75 trillion.
Franklin Resources (NYSE:BEN) will release its third quarter 2026 operating results on Friday, July 31, 2026, at approximately 8:30 a.m. Eastern Time. Written commentary will be posted on the company’s investor website.
Management will host a live teleconference at 10:00 a.m. Eastern Time, with webcast, dial-in, and replay options available.
Benefit Street Partners (NYSE:BEN), Franklin Templeton’s private credit specialist with $93 billion AUM as of March 31, 2026, closed BSP CLO 50, a new $500 million U.S. collateralized loan obligation, on May 26, 2026, arranged with Scotiabank.
This 50th CLO marks a milestone for BSP’s U.S. CLO platform, which has raised about $25.5 billion in CLO capital since 2012 and attracted over 300 investors. BSP ranks 9th among U.S. CLO managers and 8th globally, and closed a third $500 million captive fund in 2025.
Franklin Templeton (NYSE:BEN) launched its Canvas Preferred Partner Program (P3), extending the Canvas platform to select third-party asset managers. MFS Investment Management, Federated Hermes and T. Rowe Price will offer tax-managed versions of their strategies using Canvas’s systematic tax overlay.
The program supports tax-loss harvesting, tax-aware transitions, annual tax budgets, concentrated stock diversification, client restrictions and after-tax reporting at the account level, aiming to improve after-tax outcomes while preserving each manager’s investment approach.
Franklin Templeton (NYSE:BEN) launched the Franklin BSP CLO ETF (YCLO), an actively managed ETF investing predominantly in investment grade CLO debt tranches across U.S. and European markets. The fund seeks capital preservation and current income.
YCLO is sub-advised by Benefit Street Partners, which manages over $9 billion in structured credit AUM, and represents BSP’s first ETF, expanding Franklin Templeton’s ETF platform into CLOs.
Fiduciary Trust International (NYSE:BEN), a Franklin Templeton subsidiary, appointed Harrison Laing as a New York-based wealth director. He previously held roles at Bessemer Trust, Bank of America, and Merrill Lynch. The firm highlights his focus on high-net-worth and ultra-high-net-worth clients and ongoing expansion of its New York team.
Franklin Resources (NYSE: BEN) reported preliminary assets under management of $1.78 trillion at May 31, 2026, up from $1.75 trillion at April 30, 2026. The increase reflected positive markets and $4 billion of long-term net inflows.
Equity AUM was $751.5 billion, fixed income $440.7 billion, alternative $289.5 billion and multi-asset $219.1 billion, all above April levels. Cash management AUM was $78.8 billion. Western Asset Management AUM was $216 billion, with $1 billion of long-term net inflows and $2 billion of cash management net outflows.