Technology

Putnam Investments Launches Online Center For Advisors

Devina Shah London 7 December 2010

Putnam Investments Launches Online Center For Advisors

Putnam Investments has launched a “Wealth Management Center”, a platform that is accessible through the company’s website and which aims to provide insightful content to advisors and their clients.

The Wealth Management Center aims to address the news, commentary and information needs of financial advisors through the internet. Financial advisors will be able to access the service either directly or through the Putnam advisor homepage.

"Wealth management planning has never been more challenging. Increasingly, clients look to their advisors 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 advisors need the most advanced information and planning tools at their disposal to help their clients achieve their goals," said Jeffrey Carney, head of global marketing at Putnam Investments.

The website contains commentary on financial planning subjects, and investment and wealth management information, planning ideas and tools. The content is posted by the following categories: retirement/income, taxes, insurance/risk management, estate and wealth transfer, college savings, investments, financial planning videos.

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