by Caroline Lumnah | Sep 19, 2024
F.L.Putnam was ranked for the sixth consecutive year on the Boston Business Journal’s annual ranking of the Largest Independent Investment Advisers in Massachusetts. The 2024 list ranks Massachusetts-based investment advisers by total assets under management as of...
by F.L.Putnam | May 10, 2024
We are pleased to announce that F.L.Putnam was ranked #53 on USA TODAY’s 2024 Best Financial Advisory Firms List. USA TODAY partnered with market research firm Statista to rank the top 500 registered investment advisory (RIA) firms. Statista ranked the top RIA firms...
by F.L.Putnam | Apr 19, 2024
$6bn F.L.Putnam Acquires Trust Company F.L.Putnam CEO Tom Manning said he had been impressed with Darwin since it launched in 2019. By Jake Indusrky F.L.Putnam Investment Management Company is getting into the trust services business. The $6bn RIA announced on...
by F.L.Putnam | Feb 13, 2024
Chief Market Strategist and Portfolio Manager Ellen Hazen, CFA, talked to Isabelle Lee at Bloomberg about the weakness of the Chinese market. Ellen commented, “China is trying to reduce reliance on foreign technology and prevent foreign investment in many industries...
by F.L.Putnam | Dec 4, 2023
F.L.Putnam was ranked #62 on Financial Planning Magazine’s 2023 list of the top 150 registered investment advisory firms. The list was compiled by COMPLY, Financial Planning Magazine’s data partner. COMPLY produced the rankings by applying the following six criteria...
