2022 Financial Advisor IQ Service Awards for supporting advisors.

“Advisors consider the most valuable in their day-to-day practices.”

Putnam was recognized with six 2022 Financial Advisor IQ Service Awards in the midsize asset manager category. Nearly 750 advisors rated asset managers they work with and consider excellent in service and support.

See the report
Financial AdvisorIQ Service Award medals

Investment management

Gain an edge in the markets with analytical tools and commentary

Portfolio Solutions Group

Advice from a team of experts to help identify unseen risks in client portfolios across a variety of investment strategies and products.

Interactive tools

FundVisualizer® offers advisors a dynamic way to analyze over 30,000 funds, ETFs, and indexes, and share information directly with clients.

Tax-Equivalent Yield Calculator compares the yields of tax-exempt municipal bonds, Treasuries, and corporate bond funds using your clients' tax rate.

CD vs. Municipal Bond Calculator helps evaluate if tax-free municipal bonds are right for your client portfolios.

Active Insights

Research-driven insights on global markets from Putnam's Capital Market Strategies team.

Chris Galipeau

Senior Market Strategist

Jason Vaillancourt, CFA

Global Market Strategist

Rick Polsinello, Jr., CIMA®

Senior Market Strategist

Taylor Topousis, CFA

Market Strategist

Wealth management

Make the most of client assets with fresh planning ideas

Putnam Wealth Management Center

Visit this center for ideas to help your clients with complex financial planning matters such as efficient wealth transfer, actionable tax planning strategies, and sustainable income in retirement.

Our knowledgeable planning specialists stay on top of changing regulations and share their expertise.

William Cass, CFP®, CPWA®

Director, Wealth Management Programs
Putnam Retail Management

Bill is an expert on financial planning, including sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer.

Chris Hennessey, J.D., C.P.A.

Financial Planner and Professor Emeritus of Law
Babson College

As a member of Putnam's Business Advisory Group, Chris speaks nationally on retirement and college savings, IRA distribution, and other asset protection strategies to safeguard wealth.

Practice management

Use new media and classic strategies for prospecting

Women and investing

Gain insights on the distinct investment challenges for women and prospect with presentations that connect with new clients.

Social media

Use our LinkedIn training, social media playbook, and other tools for client acquisition and online branding.

Finance fundamentals

This seminar helps to grow your value to the households you serve by educating their loved ones on the foundations of finance.

Active Voice

Join our platform to exchange ideas and insights on public policy, capital markets, asset and wealth management, workplace retirement savings, emerging technology, and diversity issues.

Cathy Saunders

Head of Corporate Sustainability and Public Policy
Putnam Investments

Cathy advocates for all Putnam stakeholders, working closely with organizations such as The Wilson Center and Chartwell Strategy Group. She shares her expertise on a variety of topics, including Traits of great leaders, Growing your value to women investors, and Strategies for expanding your practice. In her role as Head of Corporate Sustainability, Cathy works across the firm to define what matters and publishes an annual report. Cathy is a member of Putnam’s Diversity Advisory Council, the Putnam Pride Alliance, and Women of Putnam.

Join in the exchange.

Learn the art of advising
Don Connelly

Founder and CEO
Don Connelly and Associates, LLC

Don shares insights on prospecting and working with your clients.

Visit donconnelly.com or listen to
his practice management insights.

“At Putnam, we have always been firm believers in the value of sound financial guidance. Thank you for your dedication to your clients in pursuing their investment goals.”


President and CEO
Putnam Investments

Dedicated to providing the highest level of service

Putnam is recognized as a leader in service to shareholders and financial professionals. We are honored to be the recipients of the following industry awards:

DALBAR Service Quality Award
for 33 consecutive years

DALBAR Total Client Experience Award
for 12 consecutive years

DALBAR, Inc. is the financial community's leading independent expert for evaluating, auditing, and rating business practices, customer performance, product quality, and service. Launched in 1976, DALBAR has earned a reputation for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers, and financial professionals. DALBAR awards are recognized as marks of excellence in the financial community.

More about Putnam

Putnam's executive team

Putnam is backed by Great-West Lifeco Inc., an international financial services holding company with over $1 trillion in consolidated assets under administration.