Content for you and your clients
As an active asset manager, Putnam consistently generates ideas about financial markets, the economy, wealth management, and how to use new tools and education to enhance your advice.
Advisor Tech Tips to leverage LinkedIn, Facebook, and Twitter and all mobile technology and social media services.
Putnam Perspectives offers timely insights on market opportunities and risks from our investment experts.
Wealth Management Center for financial planning ideas from experts Chris Hennessey and Bill Cass, on topics that range from prospecting for IRA rollovers to tax and estate planning ideas.
Investor Education on both fundamental and more advanced investing topics can help you provide your clients with everything they need to know.
FundVisualizer for product comparisonsYour clients today expect a range of strategy choices. Our FundVisualizer tool is a smart, powerful, and free way to:
- Compare more than 11,000 funds, ETFs, and indexes from across the industry
- Import your data directly from spreadsheets
- Model the historical performance of custom-built portfolios
- Download, print, or email customized client proposals
Try FundVisualizer now:
Consult with experts
You serve your clients' needs by staying on top of their most important interests. That's why you can count on Putnam resources in the areas of estate and asset protection, tax planning, college savings, retirements, and investing.
Our business advisors Chris Hennessey, CFP, and Bill Cass offer regular planning ideas and wealth management videos on the Wealth Management blog, while Don Connelly offers seasoned coaching for building your business.
Trends in mobile technology, software, and social media
Financial advisors and advisory firms are doing more to shore up cybersecurity systems and policies, the SEC found in its recent review of 75 firms.
Chris Hennessey is the faculty director of the Babson College School of Executive Education and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments. This information is not meant to be tax and/or legal advice.