Articles tagged "Putnam Investments"


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What I learned at Putnam Investments' analyst meeting from the real Capt. Phillips

The harrowing tale of a man charged with a boat, cargo and human lives helped think about fiduciary care

April 7, 2014 — 5:03 PM UTC

Just what good Bob Reynolds' purchase of J.P. Morgan's billions -- sans sweet brand -- will do for his Great West-Putnam 401(k) empire

The Boston exec was opportunistic in getting this deal and remains open to others but the 'O' word that made Whole Foods famous is holding sway

April 4, 2014 — 5:01 AM UTC

How RIAs are forcing mutual fund wholesalers to lead or get out of the way

Numbers of internal salespeople are fast on the rise as the old-model external forces hit a plateau, according to Ignites research

April 9, 2013 — 4:47 AM UTC

Without much ado, Schwab is set to put ex-Fidelity star in charge of its branch system

Jeffrey Carney will get back to his retail roots and could give a needed charge to the San Francisco broker's direct-sale efforts

March 14, 2012 — 3:53 AM UTC

DC Current: Bob Reynolds spoke on retirement reform, but what he left unsaid was more interesting than the speech

Retirement reform hovers just outside the spotlight. Will it step inside next year?

November 19, 2010 — 7:26 AM UTC

Experts open playbook on retirement plan reform

What's in the mix: eliminating loans from retirement funds, annual rollovers, self-directed Roth IRA

December 15, 2009 — 4:23 AM UTC
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