Principal Funds is expanding its sales team with a new position.
Rich Pentz celebrated New Years as Principal's new regional director in the Central sales division, effective Jan. 1.
In that role, Pentz oversees the wirehouse channel in the territory that covers Indiana, one of Principal's largest.
Pentz reports to Bret Bussanmas, who is regional vice president and is based in Fishers, Ind.
Prior to Principal, Pentz served as regional director for Delaware Funds.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
