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BusinessWeek
November 17, 2003
Faith Arner |
Can Putnam Win Back Investors' Trust? Putnam CEO Lawrence Lasser is out, but the mutual fund company still has a lot of work ahead of it to overcome asset outflows due to its scandal.   |
BusinessWeek
June 26, 2006 |
Polishing Putnam's Tarnished Reputation Putnam Investments is attempting a comeback with Charles E. "Ed" Haldeman's leadership. |
BusinessWeek
September 22, 2003
Der Hovanesian et al. |
How to Fix the Mutual Funds Mess Hidden fees, lax boards, and now scandal. Here's what has to be done. |
BusinessWeek
November 10, 2003
Dwyer & Borrus |
The Coming Mutual-Fund Reforms As mutual-fund abuses mount, regulators and lawmakers promise tough new rules. |
BusinessWeek
November 1, 2004
Marcia Vickers |
The Secret World of Marsh Mac CEO Jeff Greenberg presides over the arrogant and tight-lipped culture of Marsh & McLennan, where conflicts of interest abound. There's more trouble coming from Eliot Spitzer for the world's largest insurance broker. |
BusinessWeek
December 1, 2003
Robert Barker |
For Putnam's Parent, Limited Damage Putnam's low-profile parent, Marsh & McLennan, strikes me now as an opportunity. |
BusinessWeek
January 12, 2004 |
Mutual Funds: In the Scandals' Wake, A Raft Of New Rules It's a tricky time to be in the mutual-fund business. With the $7 trillion fund industry under intense scrutiny by regulators and legislators, a significant overhaul of the way funds do business is expected. |
Registered Rep.
April 1, 2005
Stan Luxenberg |
A Benign Disaster? An academic, hired by Putnam to calculate losses attributable to market-timing and excessive trading, reckons the number is $4.4 million, not the $110 million Putnam agreed to pay the SEC and Massachusetts regulators.. And that includes interest. |
CFO
December 1, 2003
Linda Corman |
Subject to Failure Recent scandals in the mutual-fund industry leave employers questioning the security of their plans. |
CFO
April 1, 2004
Roy Harris |
Malfeasance Insurance How companies are analyzing and adjusting their 401(k) plans due to the mutual fund scandals. |
Registered Rep.
August 1, 2004
Will Leitch |
The Reformation When the scandal craze that has gripped the securities industry first began two years ago, few in the industry recognized how deep it might go. |
BusinessWeek
October 18, 2004
Anne Tergesen |
In Your Fund Manager On Your Side? Until recently, most investors asked just one thing of their mutual funds: red-hot returns. Now, in the wake of the trading scandals, investors are also looking for fund management they can trust. |
Registered Rep.
November 21, 2006
Kevin Burke |
M&A Hot Stove: Putnam to Consider Three Major Bids Three foreign firms plan to make their final bids for Putnam Investments ahead of the Thanksgiving holiday. |
Registered Rep.
April 1, 2006
Stan Luxenberg |
To Define a Theft For all the uncertainties, the SEC continues battling the mutual fund market-timing problem. After the scandal broke, the regulator promised tough moves to stop the questionable trading. But so far, the pace of change has been slow. |
The Motley Fool
May 13, 2004
Steven Mallas |
Picking on Putnam Once again, Putnam is in the Spitzer spotlight, and once again, I decide to hold onto my Putnam fund. |
Registered Rep.
May 3, 2011
Diana Britton |
Rising from the Ashes: Putnam Makes Comeback With Advisors Since 2008, Putnam's assets have grown from $39.8 billion to $69 billion as of the end of March. |
Registered Rep.
September 1, 2005
Stan Luxenberg |
Gray Matter When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. Now, two years into the legal actions, the matter is getting murkier. |
The Motley Fool
December 29, 2006
Ryan Fuhrmann |
Marsh Mac Punts Putnam The Putnam saga looks to be ending soon for financial and business services firm Marsh & McLennan. It won't be the most graceful exit, but it should allow the company to put its past struggles behind it once and for all. Investors, take note. |
Registered Rep.
August 8, 2005
Stan Luxenberg |
CIBC and the Murky Waters of Mutual Fund Enforcement When the mutual fund scandals broke in September 2003, New York Attorney General Eliot Spitzer and other politicians described the misdeeds in black-and-white terms. Now, two years into the legal actions, the saga has begun to appear murkier. |
Investment Advisor
November 2009
Melanie Waddell |
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general. |
Financial Planning
January 1, 2005 |
News Digest Associations: Fiduciary Guild Debuts... Companies: Schwab Streamlines... Mutual Fund Store Grows... Investments: Hedge Funds Balloon... 529 Growth Deflates... etc. |
Fast Company
June 2002
Bill Breen |
Stock Futures Jerry Putnam is working to build an alternative to the Wall Street trading establishment. He's a maverick, but he's not a wild-eyed revolutionary. And his backers include some of the biggest names in finance... |
BusinessWeek
November 8, 2004
Joseph Weber |
Taking Aim At The Big Board Gerald D. Putnam, CEO of upstart exchange Archipelago Holdings Inc., is going after his biggest rivals. |
The Motley Fool
March 26, 2004
Shannon Zimmerman |
Fund Family Therapy Surprise, surprise, Putnam's trading abuses were worse than originally thought. |
The Motley Fool
October 20, 2004
Rogene Calvet |
Is Marsh Ringing the Value Bell? Does a troubled global insurer offer a buying opportunity? |
Investment Advisor
August 2009 |
Changes Ram Subramaniam named managing director products TD Ameritrade... Robert L. Reynolds replaces Charles Haldeman, Jr. as chairman Putnam Investments... John Buoymaster new president of Hall Capital Partners... Ernest Jordan joins Symetra Financial as managing director... more... |
Registered Rep.
December 12, 2003
Stan Luxenberg |
Buying American In Tough Times Although American Funds has had a strong following among financial intermediaries for years (good results and relatively low expenses), part of the firm's success recently can be attributed to the fund trading scandals. |
Registered Rep.
April 1, 2005
David A. Geracioti |
Gurus: The Watchdog An interview with investment manager and FundAlarm.com's founder on the formation of the mutual fund information Web site, who it serves and the viability of mutual funds. |
CFO
January 1, 2004 |
The Foes of Enforcement State vs. federal regulators... Mutual-fund CFOs are clean, so far... Sarbox Section 404... Executive compensation and the IRS... |
The Motley Fool
May 23, 2005
Stephen D. Simpson |
Marsh & McLennan Still Stuck in Muck Recovery will be lengthy for this embattled and scandalized insurance broker. Investors who believe that the company can navigate its remaining settlements, push through higher commissions, retain key employees, and fix the ailing Putnam business should be well-rewarded over time. |
Investment Advisor
July 2008 |
Changes Robert "Bob" Reynolds... Charles "Ed" Haldeman... Diahann Lassus... George Curtis... Scott Friestad... Ken Ziesenheim... Ronald Fiske... Dan Moisand... V. Raymond Ferrara... James Knaus... Yvonne Dean... Michael Ross... Joe Terranova... Chey Payne... John Sawyer... |
The Motley Fool
March 4, 2005
Bill Mann |
Marsh: We're on Cut 182 A bigger fine and a slashed dividend say that normalcy has yet to return to Marsh & McLennan, the insurance brokerage, money management, and consulting powerhouse. |
The Motley Fool
November 2, 2006
Ryan Fuhrmann |
Is the Damage Control Ending for Marsh Mac? Marsh & McLennan's third-quarter 2006 results may suggest a renewed focus on growing its businesses again. Investors, take note. |
The Motley Fool
May 4, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Is the ETF market getting speculative?... Putnam's woes still not over... Fidelity adds three new "enhanced" index funds... |
Financial Planning
July 1, 2010
Ilana Polyak |
Without Bias For the second time in a decade, Nick Thakore has been dispatched to a troubled fund family in hopes of bringing about a turnaround, this time at Putnam Investments. |
The Motley Fool
October 18, 2004
Bill Mann |
Marsh's 2nd Annual Massive Fraud? Marsh & McLennan has been cut in half in the last three days following allegations that it had rigged bids to convince its customers to overpay for insurance policies that it brokered on their behalf. |
The Motley Fool
May 9, 2007
Ryan Fuhrmann |
Marsh & McLennan's Glacial Pace Things are improving for the insurance broker and financial consulting firm -- slowly. Until Marsh & McLennan proves able to put past improprieties behind it once and for all, the stock will likely continue to tread water. |
Wall Street & Technology
October 26, 2005
Leslie Kramer |
Understanding the Stakes To get a better handle on their organizations' risk exposure, many financial firms are turning to enterprisewide risk management. |
Financial Advisor
December 2006
Marla Brill |
Tax-Friendly Turnaround Pointing out hefty losses, even if they happened a few years ago under different management, is a strange approach to promoting a mutual fund. Yet that's what some folks are doing when they recommend Putnam Investors Fund. |
The Motley Fool
August 7, 2007
Ryan Fuhrmann |
A Mixed Quarter at Marsh Marsh Mac's current sluggish growth may soon speed up. The financial-services firm doesn't expect improved profitability until at least the end of this year, but the sale last week of the struggling Putnam Investments division is a good step in that direction. |
The Motley Fool
August 2, 2005
Stephen D. Simpson |
Bogged Down at Marsh There are plenty of things for investors to worry about with Marsh & McLennan. Further regulatory sanctions could come, mutual funds arm Putnam is still deteriorating, and the company has had to battle to keep employees on board. |
The Motley Fool
February 14, 2006
Stephen D. Simpson |
A Long Road Back for Marsh & McLennan Stabilization appears imminent, but what about improvement? With the company still missing analyst estimates, and ongoing questions about the real health of the insurance markets, investors may want to just let this opportunity go by. |
The Motley Fool
March 29, 2004
Bill Mann |
Buying What You Hate Anyone can point to the best companies. But some investors make money by buying up shares of the worst. |
CIO
June 1, 2001
Lee Pender |
Champlain Punch A staffing crunch and Boston's tight real estate market inspired Putnam Investments to reach out to northern New England with an offer: The mutual fund company would allow new employees to work from home at entry-level jobs, outfitting their homes with ISDN lines and fast workstations... |
Investment Advisor
April 2007
James J. Green |
Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance. |
Financial Advisor
June 2011 |
Frontline News Stories from June 2011 Frontline News: The Advent Purchase Of Black Diamond... Two Takes On RIA M&A Activity... Forum Gives First Ever Innovation Award To Putnam... more... |
The Motley Fool
June 30, 2008
Selena Maranjian |
Your Mutual Fund's Hidden Costs When sizing up funds, put expense ratios in context. |
The Motley Fool
August 3, 2005
Tom Taulli |
Putnam Just Says "No" Providian shareholder Putnam Investments put out a press release indicating its displeasure with the proposed Washington Mutual purchase of Providian. But even with a "no" vote, an activist role is unlikely from the mutual fund. |
Financial Advisor
September 2012
Eric Rasmussen |
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. |
Financial Advisor
June 2007 |
Investor Feeding Frenzy Predicted The demographic wave of baby boomers approaching retirement is likely to spawn a feeding frenzy of major proportions in the financial services business over the next 15 years. |
