Putnam Investments has hired a new head of global stock research, Joshua Brooks, in another effort to reinvigorate its once-hot stock funds.
Brooks was previously chief investment officer and head of the value investment team at Delaware Investments, part of Lincoln National Corp.
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Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.
The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.
RBC's U.S. wealth business also benefited from a surge in loans to clients.
Equipping advisors with both soft and hard leadership skills can not only give them a morale boost, but also encourage them to stick around.
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