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.

Wealth management

Make the most of client assets with fresh planning ideas

Putnam Wealth Management Center

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

Investment management

Gain an edge in the markets with analytical tools and commentary

FundVisualizer®

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.

Investment insights and research

Putnam portfolio managers provide in-depth analysis of current trends in financial markets, asset classes, and industry sectors through their outlooks and commentaries.

Market Perspectives

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.

Practice management

Use new media and classic strategies for prospecting

LinkedIn and social media resources

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.


Millennial Money
Our program offers strategies for communicating with the next generation of investors.

Make your business more digital

Visit our Advisor Tech Tip blog to help you stay on top of trends in technology and social media.

Learn the art of advising

Don Connelly, founder and CEO, Don Connelly and Associates, LLC, shares insights on prospecting and working with your clients.

Visit donconnelly.com or listen to
his practice management insights.

“At Putnam, we have always been firm believers in the value of sound financial guidance. Thank you for your dedication to your clients in pursuing their investment goals.”

ROBERT L. REYNOLDS

President and CEO
Putnam Investments

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.