Putnam blogs are now Alexa enabled
A new way to discover and listen to timely market insights from Putnam.
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Top podcasts for financial advisors
Financially focused podcasts are numerous — these 5 podcasts offer interesting, fun, and thoughtful ways to examine financial and investing themes.
Your weekly LinkedIn strategy: The 5–5–5 method
As a financial advisor, it can be challenging to integrate LinkedIn into your daily routine. Here’s a great way to create a “5-5-5” weekly strategy.
Just released — FundVisualizer® for your smartphone
You can now use FundVisualizer on your smartphone, as well as your desktop or iPad.
Advisors grow more attentive to cyber risks
Financial advisors and advisory firms are doing more to shore up cybersecurity systems and policies, the SEC found in its recent review of 75 firms.
Getting ahead with LinkedIn Sales Navigator
33% of advisors focusing on LinkedIn as their primary social network are paying for a premium account – 88% of those are using Sales Navigator.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Fund and portfolio analysis for free, anytime, anywhere
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes, from across the industry.
Create and model portfolios for your clients
Use the model portfolio feature in FundVisualizer to compare historical returns of different portfolios and their allocations across various market environments.