Putnam’s Market Updates

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Highlights of news-making events of the past week, from the economy and profits to Europe and interest rates, as well as links to longer-term market trend analysis.

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On the Road

WealthManagement.com will be on the road at The Morningstar Investment Conference in Chicago, Illinois from June 12-14, 2013.  Keep up with all of the latest news and information from the conference.

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"Do firms check U5's when hiring?"

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Being heavily recruited, but I'm taking my CFA?

Greetings earthlings, I am a bit of a nerd and slightly OCD. I started receiving emails when I got over 500 contacts on Linkedin and posted my financial resume on monster. I don't exactly know what I was hoping for, but I started receiving recruitment messages from places like Ameriprise. As is my way, I launched into full nerd mode and started researching the company. I am still in that phase now. It has only been 2 days. The person that called me, assured me that everything that was written in the recruitment email was correct:...More

Out-of-State Clients, New FA Hunting Down Clients

I'm a newcomer with tons of questions! The Local FA vs. The Far Away FA...More
The Most 'Liked' Brokerage in the U.S.


Check out which firms are the most (and least) popular on Facebook.



Most Recent Blogs & Columns
Jun. 17, 2013
blog

What Would a Cup of Coffee Cost at Vanguard's Prices?

The world’s largest mutual company, Vanguard, is branching out—into coffee. The company stopped in New York on Monday as part of a multi-city national tour, bringing coffee to the masses....More
Jun. 17, 2013
blog

Good News for Advisors: DIY Investor Satisfaction Wanes

While the industry has been losing market share to the self-directed channel, a new J.D. Power report finds that satisfaction with the do-it-yourself platforms such as Scottrade and Charles Schwab has decreased from last year....More

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