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News, Comment & Analysis results for Putnam Investments

People Moves
May 1, 2026

Who's Moving Where In Wealth Management? – RBC Wealth Management – US, Alaris, Riverpoint

The latest senior moves, appointments and personnel changes in North American wealth management.

People Moves
December 10, 2025

Who's Moving Where In Wealth Management? – Lazard AM, Raymond James, Cetera

The latest personnel changes, appointments and moves in North American wealth management.

People Moves
July 1, 2025

Summary Of North American Moves In Wealth Management – May 2025

In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,

People Moves
May 30, 2025

Who's Moving Where In Wealth Management? – Broadridge, Raymond James, Equitable Advisors

The latest moves, appointments and personnel changes in North American wealth management.

M and A
January 3, 2024

Franklin Resources Completes Putnam Acquisition

The acquisition takes the total AuM of Franklin Resources to $142 billion, based on figures for the

People Moves
July 17, 2023

Who’s Moving Where In Wealth Management – BNY Mellon WM

The latest moves and appointments in wealth management in North America.

Comment & Analysis results for Putnam Investments

Award Winners

More Stories

Cresset Names New Managing Director, Wealth Advisor

University Of Chicago Booth School Of Business Expands Family Office Initiative

Who’s Moving Where In Wealth Management? – RBC Global Asset Management (US), Carson Group

Who’s Moving Where In Wealth Management? – UBS Wealth Management USA, SEI

What’s New In Investments, Funds? – Hightower, Zocks, Dispatch

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French Wealth Manager Upbeat On US, Emerging Market Equities, Driven By Tech

MAI Capital Management Expands Texas Presence

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