EyePad: Putnam rolls out videos to help advisers get tech-savvy

New series of shorts featuring mobile tech tips for day-to-day business

Sep 24, 2012 @ 9:45 am

By Liz Skinner

technology, Putnam, iPad, mobile
+ Zoom

Putnam Investments has created a series of videos that offer technology tips aimed at helping financial advisers get the most out of iPads and other mobile tools in their day-to-day business.

Topics covered by the videos, most are 90 seconds or less, include optimizing LinkedIn profiles, using Google Alerts to track certain topics, creating a personal newsfeed with Flipboard, signing electronic documents, taking notes on the iPad and conserving their iPad's battery life.

“These are designed to show advisers how to be more productive using technology and social media,” said Brian Kelley, a senior leader on Putnam's retail distribution team.

The videos, as well as a few articles focused on practice management, are available starting today at advisortechtips.com.

Mr. Kelley said he envisions advisers sharing some of the information with clients who may be stymied themselves, for instance, about how to create a folder on their iPad.

Not surprisingly, the video selections include one showing how to use Putnam's FundVisualizer, a web-based tool that allows users to compare about 10,000 different mutual funds and exchange-traded funds.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

Events

Pershing's Dolly: 3 challenges facing advisers ahead

What are the biggest challenges facing financial advisers today? Pershing Lisa Dolly explains some of the hurdles, and how great advisers are overcoming them.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Brian Block's $4 million bonus was tied to a key metric at ARCP

Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.

Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers

Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.

Collective investment trusts getting more attention from 401(k) advisers

The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.

Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.

CFPs, including brokers, may have to adhere to a stricter fiduciary duty

CFP Board revises its standards and aims to beef up fiduciary requirements of certificants.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print