DOL Fiduciary Proposal Threatens Small-Biz Retirement Plans: U.S. Chamber
Former EBSA head Brad Campbell notes another potentially "significant" problem of DOL plan is requiring advisors to purchase "fiduciary insurance."
New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
Putnam’s Reynolds: Better Times Call for Active Management
“We’re entering a period where active management can really add premium,” Bob Reynolds said at the Envestnet conference.
Putnam’s Reynolds to Head Great-West Lifeco U.S.
Great West Lifeco announced Thursday that Robert Reynolds, president and CEO of Putnam Investments, was named president and CEO of Great-West Lifeco U.S.
Fidelity Asset Management Head Ron O’Hanley to Leave
Fidelity plans to replace O’Hanley with an internal successor, whom it didn’t name, according to a note to employees from President Abigail Johnson.
Advisors Big and Small Hitch on to Branding Trend
From LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.
Putnam Opens Office in China
Putnam Investments said in early June that it has opened an office in Beijing, representing the firm’s first foothold in China.
Putnam Investments Opens Office in China
Putnam Investments announced on Wednesday that it has opened an office in Beijing, the latest step in building its presence in strategic markets within Asia.
In Environment With 'Overlapping Challenges,' Putnam’s Reynolds Calls for New Approach to Risk
Putnam CEO Robert Reynolds calls for looking at risk 'through a new lens' to find 'better ways to balance risk with and also discover new sources of income.'
Putnam Partners With New England Patriots for Marketing Effort
Putnam Investments and the Kraft Sports Group announced a marketing partnership Thursday that would integrate the financial firm’s brand with the New England Patriots.