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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

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