Wealth Management Leader Ned Dane Joins AdvisorEngine as Chief Growth Officer

Dane will help AdvisorEngine clients use data and technology to scale; his experience includes both traditional wealth management and artificial intelligence (AI) fintech

AdvisorEngine announced today industry veteran Ned Dane is joining the firm as its Chief Growth Officer, overseeing relationship management and sales.

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Ned Dane joins AdvisorEngine as Chief Growth Officer (Photo: Business Wire)

In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.

“I’m so pleased to welcome Ned to AdvisorEngine,” said Rich Cancro, CEO and founder of AdvisorEngine. “With his leadership experience in wealth management, asset management and technology, Ned can be a valuable sounding board for senior executives within our client base.”

Over the last 30 years, Dane has built businesses, led high-performing teams, and developed innovative solutions to meet the needs of high-net-worth investors. He is an accomplished public speaker and industry expert on generational insights and AI within financial services.

"What an exciting time to be joining AdvisorEngine," Dane said. "Integrated technology solutions for today's wealth management firm need to be intuitive, customizable for multiple roles and powered by data. That's why the AdvisorEngine platform is perfectly positioned to bring scale to leading wealth management firms.

“AdvisorEngine is driven to provide advisory firms with highly responsive personal service, which is reflected in its consistent 98% client service satisfaction ratings. When I meet with clients and prospects, I’ll be focused on helping them reach the next stage of success. This process starts by working together to build a plan that can lead them to new levels of operational excellence, client service and revenue growth."

Prior to joining AdvisorEngine, Dane was chief strategy officer at AI software firm Aidentified. His career includes senior roles at Merrill Lynch, AXA Advisors, OppenheimerFunds and Putnam Investments.

Dane serves on the boards of several philanthropic and cultural organizations, including The University of New Hampshire Foundation, The Frick Museum in Pittsburgh, and The Helen C. Frick Foundation.

AdvisorEngine Chief Operating Officer Craig Ramsey noted the dual nature of Dane’s position: “There is a symmetry to Ned’s role as Chief Growth Officer. He will help drive growth for our clients and AdvisorEngine.”

About AdvisorEngine®

AdvisorEngine powers financial advice that is personal, scientific, and beautiful. Its wealth management technology platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Capabilities include CRM, prospect engagement tools, paperless client onboarding, account aggregation, goals-based financial planning tools, model portfolios tools, portfolio construction analytics, compliance tools, performance reporting, and fee billing.

AdvisorEngine is a wholly-owned, innovative subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries.

Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration. For more information, please visit advisorengine.com and follow us on LinkedIn, Twitter and Facebook.

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 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 75 years of investment experience and approximately $1.4 trillion in assets under management as of May 31, 2023. For more information, please visit franklinresources.com and follow us on LinkedIn, Twitter and Facebook.

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