Putnam Investments has launched a new Wealth Management Center for financial advisors and clients, accessible through Putnam's advisor website. The center includes information, ideas and tools addressing the latest developments around taxes, retirement and estate planning, insurance, investments and other wealth-related strategies.
Financial advisors can access the Wealth Management Center either directly at www.putnam.com/wmc or via the Putnam advisor homepage at www.putnam.com/advisor.
"We want to help our advisor clients grow their businesses and help them in their conversations with their own clients," said Bill Cass, Putnam Investments senior vice president, Putnam Retail Management, who is also a frequent blogger on the Wealth Management Center. On Tuesday, for example, he wrote a blog post for the site about how the disappearance of the estate tax means now is a good time to review documents.
Wealth Management Center's information is updated at least weekly with timely content designed for advisors who already have a relationship with Putnam Investments, Cass added.
Since Robert L. Reynolds became Putnam's president and chief executive officer in 2008, the company has deepened its commitment to financial advisors, emphasizing the use of technology, especially the web, to provide advisors with the tools and information they need to assist their clients.
