Browsing Tag
Putnam Investments
13 posts
Franklin Templeton Acquiring Putnam Investments
“Strategic partnership” accelerates Franklin Templeton’s growth in the retirement sector and significantly increases its defined contribution AUM to approximately $90 billion
Fidelity and Putnam Embrace ESG
The major asset managers both announced on Friday that it would offer ESG funds to its retirement savers
Putnam Creates Suite of Sustainable TDFs
Firm to add ESG-focused target-date series to its offerings for the retirement market
Recent Fiduciary Breach Case Has Major Implications for 401k Advisors
Cambridge Fiduciary Services’ Roger Levy deconstructs Brotherston v. Putnam Investments. The video titled “Recent Fiduciary Breach Case Has…
Follow Me: Clients Cool with Advisor Social Media Connections
More evidence that engaging with clients on social media is a good way to foster the advisor-client relationship…
Most Advisors Gaining Clients with Social Media
At the end of the 2019 NAPA 401(k) Summit on Tuesday in Las Vegas, closing keynote speaker Joey…
Empower’s Ed Murphy Named President, CEO of Great-West Life
Empower Retirement head Edmund F. Murphy III has been appointed president and CEO of Great-West Life & Annuity…
401(k) Access for All—By Law: Putnam’s Reynolds
“The sheer scale of Americans’ retirement assets spurs envy among competing nations around the world who are struggling…
401(k) Advisors Are Gaining Business Via Social Media
Social media gets a lot of flak—much of it arguably deserved. The incessant food pics and overabundance of…
Are Target Date Funds Missing the Mark?
Without a doubt, target date trends are headed (sharply) north. Target date mutual fund assets grew almost 5…