Robert Richardson, a 30-year industry veteran, has been appointed as senior vice president and North America spokesperson for Franklin Templeton’s North America Advisory Services business, including Canada and the U.S.
“We are excited to have someone with Rob’s dedication, experience and expertise to serve in this important role supporting financial advisors,” says Dan O’Lear, head of Retail Distribution-North America, to whom Richardson will report in his new role.
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He adds, “Through speaking engagements, seminars and multi-media forums, Rob will play a major role in working with advisors by sharing insights and tools that they can employ in helping their clients stay focused on their long-term goals and the financial plans they’ve created.”
Richardson’s initial efforts will include advocating Franklin Templeton’s Time to Take StockTM initiative, which examines the human behaviors that impact investment decisions. It provides strategies to help investors reposition their portfolios with an appropriate allocation to equities and fixed income.
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He began his career in the financial services industry in 1982 and joined Franklin Templeton Investments in 1995, most recently serving as a senior advisor consultant covering the greater Houston, Texas area.