Advisor-only Webcast | Questions your clients are asking now | June 16, 2022 | 4pm ET

Tax Season 2020

TAX CENTER

Learn more and get 2021 tax resources, including information about capital gains for 2021, year-end tax estimates, tax rates for 2021, and more.

Visit the tax center

Look beyond dividends for income from value investing

Putnam Perspectives

Look beyond dividends for income from value investing

To build a value investment strategy, consider dividends in the context of overall income.

Evaluating choices for funding college

Wealth Management Ideas

Evaluating choices for funding college

FIND AND ANALYZE FUNDS

Analyze investments

Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.

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Capital Markets Outlook  |  Q2 2022

The end of the Great Moderation

The end of the Great Moderation

Russia's invasion of Ukraine may stop the string of more moderate business cycles since 1982 and raise the risk of recession.

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Fixed Income Outlook  |  Equity Insights

Advisor Tech Tips

For Gen Z, tech is money

For Gen Z, tech is money

For advisors, connecting with Gen Z presents a unique challenge and opportunity.

Headlines you need to know this week   —   May 24, 2022

More women invest to affect change
Since 2020, the pandemic and social activism have inspired more women to use their financial power to drive change, according to a recent survey. Seventy-two percent of respondents said they want to make a bigger difference in the world and 68% are more committed to using their financial resources to affect change. In the last two years, 70% of women increased their philanthropic support. Seventy-nine percent of women consider investments based on environmental, social and governance factors “highly appealing.” Only 47% of women hold ESG investments in their portfolios.
More guidance possible from regulators
The Securities and Exchange Commission may be issuing additional guidance in the coming weeks that would offer more detail on Regulation Best Interest, according to a recent report. The guidance is expected to detail how advisors and broker-dealers handle the requirements around conflicts of interest, reasonably available investment alternatives, and risk and cost analysis. Regulation BI is part of the agency’s fiduciary rule enacted in 2021.
Many investors concerned about the future
A recent survey found many Millennials do not believe they will be able to retire and are failing to plan. Younger generations expressed uncertainty about their financial futures, driving indecision and a lack of action. The survey provided insights comparing generations and their thoughts on money, advice, and technology. Among the groups, Gen X expressed the most concern, with 73% noting they were more worried now about their financial futures than ever before. The study also found social media has a significant influence on Gen Z because that’s where they are getting advice.

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