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Principal Financial Group announced today that Jerry Patterson will become the next senior vice president leading the full service retirement and individual investor businesses for Retirement and Income Solutions, effective early in the second quarter. …
Principal Financial Group announced Tuesday it has completed its previously announced acquisition of MetLife Afore S.A. de C.V., MetLife Inc.’s pension fund management business in Mexico, attaining full regulatory approval for the deal. The purchase …
Dubuque-based Heartland Financial USA Inc. has been named a “Forbes Best Bank 2018” in the publication’s annual review of the largest publicly traded banks and thrifts. Heartland ranked No. 60 in a listing of the …
Travis Etchison, who helped Bankers Trust Co. launch a small-business banking program after joining the bank in 2013, has been promoted to commercial sales manager. He now also serves on the Bankers Trust management committee. …
Host: CFA Society Iowa About: This luncheon will feature a panel discussion on “ESG and Responsible Investment for Institutional and Retail Investors.” Panelists will be Samantha Azzarello of J.P. Morgan Asset Management and Noel Friedman, …
Majors & Mondragon LLC, a wealth management and retirement benefits firm, announced it has opened an Iowa branch in Ankeny. The firm, based in Houston, focuses on educating individuals and business owners through relationship-based plan designs, …
Host: CFA Society Iowa About: This year’s Annual Investment Strategy Dinner will feature a bull/bear debate on the state of the economy and markets. Jeffrey Cleveland of Payden & Rygel will provide the bull perspective, …
FBL Financial Group Inc. has named Lori Geadelmann as general counsel, effective March 1. She succeeds David McNeill, who will retire from FBL after more than 28 years with the company. FBL CEO James Brannen …
Minnesota-based CPA and wealth management firm BerganKDV Ltd. has named Dave Hinnenkamp as CEO, effective July 1. Hinnenkamp is currently BerganKDV’s wealth management partner-in-charge, a position he has held with the firm for the past 16 years. …
Here’s an interesting piece just posted on FiveThirtyEight that explains why the current federal deficit is unusual — and worrisome. As Boston Globe columnist Evan Horowitz writes: “We are following a path that the country …
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