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Putnam launches wealth management centre for advisers

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Putnam Investments has launched a wealth management centre, accessible through its adviser website.



The wealth management centre features ongoing commentary on a variety of financial planning subjects, including the latest developments around taxes, planning for retirement and other wealth-related strategies, and a range of investment and wealth management information, planning ideas and tools.

"Wealth management planning has never been more challenging. Increasingly, clients look to their advisers for what is called needs-based investing, in which advisors help them address specific needs and goals – everything from helping them address longevity, market, taxes and inflation risks to helping them generate sufficient income in retirement. These are complex needs, and financial advisers need the most advanced information and planning tools at their disposal to help their clients achieve their goals," says Jeffrey R. Carney, Putnam Investments head of global marketing, products and retirement.

The wealth management centre offers frequently updated blog-like posts on investment topics; a "planning idea of the week" to help advisers engage their clients in meaningful conversations; and links to all of Putnam’s existing wealth management content, including investor education literature, financial planning videos, client seminars and online tools.

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