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Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts , it has offices in London , Tokyo , Frankfurt , Sydney , and Singapore . [ 2 ]
2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
The only difference between a financial advisor and adviser is style. Some professionals prefer to use the term adviser as a nod to the U.S. Investment Advisers Act of 1940.
In April 2019, Cetera completed the purchase of select assets of Foresters Financial’s U.S. broker-dealer and investment advisory business, rebranding it and the 43 branches it comprises as Cetera Investors. [27] In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel.
TH Lee Putnam Ventures is a technology-focused private equity firm affiliated with THL and Putnam Investments, a leading global money management firm. TH Lee Putnam Ventures manages $1.1 billion in capital commitments and has invested approximately $850 million in more than 43 companies since the firm's formation in 1999.
On May 31, 2023, Great-West Lifeco announced that Franklin Templeton would acquire Putnam Investments for $925 million. Putnam Investments subsidiary, PanAgora Asset Management would not be included in the acquisition. [26] [27] [28] The deal was completed in January 2024. [29]
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