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By John Sullivan, AdvisorOne |
September 19, 2012
Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.
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By Melanie Waddell, AdvisorOne |
May 9, 2012
Tax reform will be a top priority for Congress in 2013, Bob Reynolds, CEO of Putnam Investments, said Wednesday, but Americans need to press lawmakers to put reforming Social Security on top of their list as well.
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By Melanie Waddell, AdvisorOne |
February 16, 2012
At Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.
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By Marlene Y. Satter, AdvisorOne |
October 24, 2011
Putnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.
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By Sherry Christie |
October 24, 2011
An FDIC-like national insurance pool could facilitate converting retirement savings into assured income, Reynolds tells Retirement Income Symposium attendees
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By James J. Green, AdvisorOne |
October 17, 2011
In Boston, Putnam’s Bob Reynolds makes the case for new retirement policy, while Commonwealth’s Kol Birke and David Juliano provide practical guidance on client communications.
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By James J. Green, AdvisorOne |
October 6, 2011
Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
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By James J. Green, AdvisorOne |
September 21, 2011
Following on the launch of its Fund Visualizer tool, the new site provides personalized, shareable content and tools.
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By John Sullivan, AdvisorOne |
July 1, 2011
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By Joyce Hanson, AdvisorOne |
June 28, 2011
A new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.