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.
Gain an edge in the markets with analytical tools and commentary
Advice from a team of experts to help identify unseen risks in client portfolios across a variety of investment strategies and products.
FundVisualizer® offers advisors a dynamic way to analyze over 30,000 funds, ETFs, and indexes, and share information directly with clients.
Tax-Equivalent Yield Calculator compares the yields of tax-exempt municipal bonds, Treasuries, and corporate bond funds using your clients' tax rate.
CD vs. Municipal Bond Calculator helps evaluate if tax-free municipal bonds are right for your client portfolios.
Get research-driven analysis of evolving market themes from our investment professionals.
Senior Market Strategist
Make the most of client assets with fresh planning ideas
Visit this center for ideas to help your clients with complex financial planning matters such as efficient wealth transfer, actionable tax planning strategies, and sustainable income in retirement.
Read our most recent posts:
Our knowledgeable planning specialists stay on top of changing regulations and share their expertise.
William Cass, CFP®, CPWA®
Director, Wealth Management Programs
Putnam Retail Management
Bill is an expert on financial planning, including sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer.
Chris Hennessey, J.D., C.P.A.
Financial Planner and Professor Emeritus of Law
As a member of Putnam's Business Advisory Group, Chris speaks nationally on retirement and college savings, IRA distribution, and other asset protection strategies to safeguard wealth.
Use new media and classic strategies for prospecting
Gain insights on the distinct investment challenges for women and prospect with presentations that connect with new clients.
Use our LinkedIn training, social media playbook, and other tools for client acquisition and online branding.
The Virtual Advisor
Grow your practice virtually with client-specific engagement ideas and digital presentations.
Join our platform to exchange ideas and insights on public policy, capital markets, asset and wealth management, workplace retirement savings, emerging technology, and diversity issues.
Head of Public Policy and Advocacy
As a leader with over 30 years of experience in the investment industry, Cathy offers insight on national and local policy and the goals of Putnam's clients and stakeholders. She is a member of Putnam's Diversity Advisory Council and Women of Putnam.
Join in the exchange.
Founder and CEO
Don Connelly and Associates, LLC
Dedicated to providing the highest level of service
Putnam is recognized as a leader in service to shareholders and financial professionals. We are honored to be the recipients of the following industry awards:
DALBAR Service Quality Award
for 31 consecutive years
DALBAR Total Client Experience Award
for 10 consecutive years
DALBAR Excellence in Sales Support Award
for 3 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
Putnam is backed by Great-West Lifeco Inc., an international financial services holding company with over $1 trillion in consolidated assets under administration.