Offering long-term support for your service to investors
Putnam strives to help you grow your business by offering valuable resources in three of the most fertile areas for future development.
Make the most of client assets with fresh planning ideas
Visit this center for ideas to help your clients with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement.
Our knowledgeable planning specialists stay on top of changing regulations and share their expertise.
WILLIAM CASS, CFP®
Director, Wealth Management Programs, Putnam Retail Management
CHRIS HENNESSEY, J.D. AND C.P.A.
Financial Planner and Professor Emeritus of Law, Babson College
Read our most recent posts:
Use new media and classic strategies for prospecting
Our one-on-one technology training can help you build your online brand. And our social media playbook and LinkedIn tips and tools can help you enhance relationships and prospect more effectively.
Presentations for specific client needs
Prospecting to Women
Our program will help you discover strategies to reach this fast-growing market.
Our program offers strategies for communicating with the next generation of investors.
Visit our Advisor Tech Tip blog to help you stay on top of trends in technology and social media.
Gain an edge in the markets with analytical tools and commentary
FundVisualizer is an advisor-only tool for comparing over 30,000 funds (including ETFs and no-loads) and indexes head-to-head and within portfolios.
Putnam portfolio managers provide in-depth analysis of current trends in financial markets, asset classes, and industry sectors through their outlooks and commentaries.
Senior Investment Director Matt Beaudry shares his insights on a range of market opportunities and risks that may be helpful for a variety of client objectives.
Putnam is recognized as a leader in service to shareholders and financial professionals
DALBAR service quality award for 27 consecutive years
DALBAR Total Client Experience award winner for six consecutive years
DALBAR, Inc. is the financial community's leading independent expert for evaluating, auditing, and rating business practices, customer performance, product quality, and service. Launched in 1976, DALBAR has earned a reputation for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers, and financial professionals. DALBAR awards are recognized as marks of excellence in the financial community.
More about Putnam
Putnam's executive team
Dedicated RIA team
Putnam is backed by Great-West Lifeco Inc., an international financial services holding company with over $1 trillion in consolidated assets under administration.