The Principal Gives Financial Professionals the Edge With Morningstar's Advisor Workstation.DES MOINES, Iowa “Des Moines” redirects here. For other uses, see Des Moines (disambiguation). Des Moines (pronounced /dɪˈmɔɪn/ in English, -- Credibility and efficiency are everything to financial professionals who want to provide top tier service to their clients and build their book of business. Now, the Principal Financial Group(R), a retirement innovator and 401(k) leader, gives financial professionals an edge with access to a new, innovative online tool from Morningstar. Advisor Workstation is a premium web-based platform that allows users to access and prepare comprehensive portfolio analysis right at their desk top. The broker-dealer arm of The Principal(R) is providing access to an exclusive version of the Advisor Workstation platform built exclusively for its registered representatives. "As a leading edge broker-dealer, our number one goal is to help our registered representatives be more competitive in the marketplace," said Julie Leclere, director, broker dealer marketing, The Principal. "Advisor Workstation is a powerful portfolio management tool with extensive research and diagnostic capabilities. It not only saves time but boosts credibility because it is backed by Morningstar, one of the most respected names in the investment business." Advisor Workstation allows financial professionals to: --Conduct the industry's most in-depth, fundamental research on mutual funds, closed-end funds, variable annuity Variable Annuity An insurance contract in which, at the end of the accumulation stage, the insurance company guarantees a minimum payment. The remaining income payments can vary depending on the performance of the managed portfolio. life policies and subaccounts, exchange traded funds Exchange Traded Funds (ETF) Also known as ETF. A basket of stocks similar to an index mutual fund. However, there are a number of important differences between ETFs and mutual funds. , stocks, 529 plans and separate accounts --Diagnose, adjust and build stronger portfolios --Monitor investments and portfolios with alert updates --Create customized, professional reports and hypothetical illustrations About The Principal Financial Group The Principal Financial Group(R) (The Principal (R))(1) is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance, and banking through its diverse family of financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. companies. A member of the Fortune 500, the Principal Financial Group has $206.0 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. (2) and serves some 16.3 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange New York Stock Exchange (NYSE) World's largest marketplace for securities. The exchange began as an informal meeting of 24 men in 1792 on what is now Wall Street in New York City. under the ticker symbol Ticker Symbol An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly. When a company issues securities to the public marketplace, it selects an available ticker symbol for its securities which investors PFG PFG Principal Financial Group PFG Performance Food Group (Richmond, VA) PFG Pinnacle Financial Group PFG Plasma Flood Gun PFG Planning for Growth PFG Pasty Faced Geek PFG Perfluoroguanidine . For more information, visit www.principal.com. (1) "The Principal Financial Group" and "The Principal" are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. (2) As of June 30, 2006 |
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