Principal Financial Group
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Which of your adviser peers made the short list for the Community Leadership Awards?
Society, Michael Velazquez of U.S. Wealth of California for Arturo Sandoval Institute, John Joseph Sitarz of Principal Financial Group for Hope 4 Youth, Colleen Schon of Anthem Advisors of Raymond James for The Alexander Foundation, and Michael
Massachusetts' Galvin to investigate alternative fund sales by advisers
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
Broker-dealers face administrative hurdles in rollout of QLAC annuity
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
Preparing portfolios for a rising rate environment - InvestmentNews
Start conversations with current and potential clients about preparing for rising interest rates with this new white paper from Principal Funds.
Outlook remains positive for global listed real estate - InvestmentNews
This white paper from Principal Global Investors discusses opportunities in the real estate securities market and shares insights on the best approach for exploiting pricing inefficiencies.
Deferred-income annuities grab spotlight from traditional variable annuities
industry's rapid growth can be attributed to more products from more participants, including QLAC manufacturers Principal Financial Group and American International Group Inc., according to Mr. Montminy. Three insurers — New York Life, Mass-Mutual and Northwestern
Effects of market conditions on fixed income
The impact of rising interest rates; a new white paper from Principal Financial Group . Behavioral finance: Why do investors make the wrong moves at the wrong times? Feb 5 Advisers constantly deal with a baffling
Taking over an adviser's book can be a risky venture
that adviser. (More: Advisory firms aren't worth as much as advisers think)The partners, advisers with Principal Financial Group in Cedar Falls, Iowa, took over the business of a second retiring adviser in 2013. Both of the advisers the partners
Rethinking the traditional retirement income glide path
headaches out of the bucket strategy Oct 26, 2014 @ 12:01 am By Mary Beth Franklin + Zoom A few years ago, the Principal Financial Group published a white paper comparing two of the most popular retirement income strategies: systematic withdrawals
MassMutual raises retirement game with hiring spree
directors MassMutual announced Wednesday include:• Brian Cahal, who will focus on southern Ohio and hails from Principal Financial Group .• Will Deyoung, who's been promoted to regional sales director after serving as regional sales consultant at MassMutual
Life insurers show their hands with new VA filings
benefit]; you can take it sooner. It's more of a win-win.” In another first quarter development, The Principal Financial Group filed an exchange offer with the SEC to kick in on Dec. 31, 2013 — making it available on Jan. 20 of this
Principal CEO scoffs at private equity in 401(k)s
Private equity funds are probably too complicated for the average investor's retirement account, according to Principal Financial Group Inc., which provides the plans to 3.8 million people. “When people start talking about ETFs and liquid alts
How Warren E. Buffett's top book purchase could guide an adviser to beat the market
University of Wisconsin-Milwaukee before being hired to buy international stocks for an Iowa insurer that became Principal Financial Group Inc., recalled how clearly Mr. Graham's message resonated. Rather than play the markets, the book advised, investors
Financial literacy begins at the office
plain and simple,” said Jerry Patterson, senior vice president of retirement income strategy at The Principal Financial Group , a major provider of workplace savings plans. To elevate the success of any retirement plan, Mr. Patterson
Survey says ... Our many moods about money
to carry more than $100 in cash. 3. Surveys ignore the biggest retirement roadblocks A study sponsored by Principal Financial Group asked financial advisers what holds back workers from adequately preparing for retirement. The most commonly mentioned constraints