At Envestnet’s Advisor Summit, It’s All About Innovation
With a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnam’s Bob Reynolds to Wired’s Chris Anderson.
Putnam’s Portrait of the ‘Social Advisor’: Younger, Likes LinkedIn, Gets Referrals
Study finds that advisors who use social media daily tend to be younger than average; 49% say they get new clients through social efforts.
Stark Statistics, Glimmers of Hope at DC Retirement Summit
The bad news: 4 out of 10 older Americans have no retirement savings. The good news: those with employer retirement plans are far more ready to retire. The challenge: getting Congress to act and lower-income savers to prepare.
3 Steps to Shore Up Retirement Security: Putnam CEO Bob Reynolds
Putnam Investments CEO Bob Reynolds hasn't been shy about decrying America’s broken retirement savings system, and now he offers three steps to help fix it.
John Bogle, Fahlund, Noonan Among Headliners at Retirement Income Symposium
Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.
Putnam’s Reynolds: Congress Needs Push to Tackle Social Security
Tax reform will be a top priority for Congress in 2013, Bob Reynolds, CEO of Putnam Investments, said Wednesday, but Americans need to press lawmakers to put reforming Social Security on top of their list as well.
No Tax Reform Without Incentives for Retirement Savings, Argue 2 Congressmen
At Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
Putnam Introduces Funds, Tool to Help Retirees Manage Income
Putnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.
Putnam’s Reynolds Calls for ‘Assured Income’ in DC Plans
An FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
Retirement Income Symposium: Reynolds on Policy; Birke on Communication
In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.