To navigate complex financial markets, investors deserve an ally. Study after study confirms that investors benefit from working with financial advisors who can help develop and maintain a long-term strategy.
Retirement planning
Investor education
- Converting a Traditional IRA to a Roth (PDF)
- Business succession planning (PDF)
- Developing a "tax-smart" retirement income strategy (PDF)
Did you know?
Financial planning experts Bill Cass and Chris Hennessey offer weekly insights to help your clients with complex financial matters.
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Intergenerational wealth transfer
Wealth Management Center resources
- Four steps for advisors to connect with family members (PDF)
- A closer look at the current estate and gifting tax rules (PDF)
- Ten income and estate tax planning strategies for 2017 (PDF)
Videos
Managing volatility
Reassuring your clients in turbulent markets is just as important as helping them develop and maintain an investment plan.
Put volatility in perspective
Advisor Tech Tips
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients. Read Post
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Practice management
Learn the art of advising clients from a seasoned veteran.
Millennial Money
Putnam Investments' Millennial Money program is designed to help advisors understand the generation of investors born between 1980 and 2000, and the opportunity they present as prospective clients.
View the presentation (PPT)