Announcing LifeYield Retirement Income Sourcing, the world’s first solution to portfolio decumulation at scale. Learn more here.

Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal

In this episode, Jack Sharry talks with Yaqub Ahmed and Harshendu Bindal of Franklin Templeton. Yaqub is Head of the U.S. Investment-Only Division while Harshendu leads Digital Strategy and Wealth Management.

While his parents wanted Yaqub to pursue medicine, Yaqub fell in love with financial services and began his career as a record keeper in an asset management organization. Having spent the last 11 years at Franklin Templeton, today Yaqub focuses on the U.S. retirement insurance sub-advisory and Franklin Templeton’s 529 businesses.

For Harshendu, his journey in financial services began 27 years ago. He studied engineering in college and stumbled into the industry following graduation. With 24 years of experience at Franklin Templeton under his belt, Harshendu is now responsible for establishing strategic partnerships with global financial institutions and other distribution partners on the retail side of the business.

Jack, Yaqub, and Harshendu discuss the role of technology in establishing strategic partnerships and providing holistic solutions for clients, why intelligent automation helps advisors thrive, and what the future holds for asset managers.

Book a Demo