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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, October 13, 2026The Morning Brief →Sign in
asset manager

Franklin

BALA CYNWYD, PA
CRD: 126508
In network coverage since September 28, 2026 · 1 story
$10.2BRegulatory AUMSEC Form ADV · Oct 10
29EmployeesForm ADV
Regulatory AUM · Oct 3 – Oct 10
Network coverage
launches

Putnam completes mutual fund-to-ETF conversion for PFRX active equity fund

The new active fund keeps its 30-to-45-stock portfolio and its five managers; the fee and the size of the converted book are absent from the account.
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