Steve Jobs and Advisors: His Legacy and Ongoing Influence
Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
Putnam Enhances Advisor Site With Portfolio Modeling, Social Media
Following on the launch of its Fund Visualizer tool, the new site provides personalized, shareable content and tools.
Putnam Launches Open Architecture Mutual Fund Visualizer Tool for Advisors
Web-based FundVisualizer tool for broker-dealer use allows comparisons of mutual fund options.