Trump's First 100 Days: Markets and Policy: Listen to the webcast replay | Taxes on the table: See the taxes and numbers that might make headlines
Q2 2017 |Fixed Income Outlook

Global reflation at a crossroads

As growth edges higher globally, fixed-income fundamentals remain strong.

Read more

Headlines you need to know this week   —   May 23, 2017

Advisors organizing family meetings to talk wealth transfer

Many financial advisors are introducing new programs and ideas to talk to their clients, as well as their families, about wealth transfer, CNBC reports. With more than $30 trillion expected to move from boomers to the next generation in the coming decades, heirs will likely need guidance. Some are organizing meetings with multiple generations. Younger advisors are also playing a role in this business building effort.

CFA candidates will need fintech knowledge

Beginning in 2019, new questions about financial technology will be added to the exam for a chartered financial analyst (CFA). The CFA Institute is responding to changes in the banking industry. The content will test students’ expertise in such areas as artificial intelligence, robo-advice, and big data, according to a report in

For account access, security may be at your fingertips

For a growing number of financial advisors, password-protected accounts for clients are no longer the norm. According to, many advisors are turning to biometric identification tools – such as fingerprint, facial or voice recognition – to secure client accounts.

See what you missed last week

23 hours ago Putnam Investments

Federal tax reform proposals could mean billions in tax relief. Here are key ideas to monitor in D.C.…

1 day ago Robert L. Reynolds

Parents know: College is expensive. But the long-term benefits of higher ed cannot be overlooked.

1 day ago Putnam Investments

#FundVisualizer takes home the #AppyAward for best business app. Congrats to the team: |…

3 days ago Putnam Investments

Study concludes a college education offers many benefits.

3 days ago Robert L. Reynolds

Congrats to our team on winning #AppyAward for best business app! #FundVisualizer exclusively for advisors:…

5 days ago Putnam Investments

Rob Brookby, Putnam portfolio manager, says keep an eye on business confidence and investment in the search for the…

6 days ago Putnam Investments

Going to the game tonight? Wave your rally towel in support of the #Celtics. #ItsNotLuck #ProudPartner

6 days ago Putnam Investments

Jason Vaillancourt of Putnam’s GAA team explains how diminished risk of deflation worldwide has affected stock and…

7 days ago Putnam Investments

Many people don’t like to talk about money with family. Here are two ideas to start when an estate plan is needed.

7 days ago Robert L. Reynolds

Advisors: Potential clients are not looking for you in the Yellow Pages anymore! Become more visible online:…


Big data on your desktop.

Explore and compare funds, model portfolios, and discover new investment opportunities.

Launch the tool
View a demo from our webcast replay


Mutual Fund Account Application (PDF)

Designation of Beneficiary (PDF)

IRA forms and applications

See all forms

Webcasts you may have missed

Analyzing portfolio risks with Putnam Portfolio Navigator

Dynamic portfolio research with FundVisualizer®

See webcast schedule

Key contacts

Financial advisors support services:

Literature hotline:

See all contacts

Putnam 529 For America Logo Putnam 529 For America Logo Putnam 529 For America Logo