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Retrieved on: 2024-04-15 19:08:16
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Summary
F.L.Putnam Investment Management, led by CEO Tom Manning, is expanding its lifestyle-related services (like trust and financial planning) for clients, mirroring a trend in wealth and investment management to offer comprehensive in-house solutions and outsource selectively. Rob Madore of MarshBerry comments on the strategic considerations for RIAs like F.L.Putnam.
Article found on: www.wealthmanagement.com
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