Financial Professionals Insights and resources for financial professionals
Insights and resources for financial professionals

Research, insights, trends, and useful information to help your business and your clients, and to strengthen and grow your practice.

Principal research and insights

Business Owner Insights

New insights from owners of small and midsize businesses can help you start planning conversations about what’s important to them.

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Principal Small and Midsize Business Sentiment

Today’s top business issues and themes impact both decision makers and employees. What do the two groups agree on and where do they differ? Explore our findings by benefits, issues, and more.

Retirement research and insights

Find plan design best practices, pension plan insights, and more.

Global insights

Learn what Principal experts and research have to say on financial impacts for people and businesses.

Planning resources for your clients and your business