Greg Iacurci

Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci

Greg Iacurci
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Edward Jones doesn't sell indexed annuities, bucking broker-dealer trend
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 06, 2019
Edward Jones doesn't sell indexed annuities, bucking broker-dealer trend

Edward Jones is an outlier among its peers, experts say

Alexander Acosta is the Night King from 'Game of Thrones'
RETIREMENT RETIREMENT PLANNING MAY 02, 2019
Alexander Acosta is the Night King from 'Game of Thrones'

DOL chief is bringing the fiduciary rule back from the dead, using a power eerily similar to that of the Night King

Bob Doll says Fed likely will 'murder' economic growth
NEWS INDUSTRY NEWS APR 29, 2019
Bob Doll says Fed likely will 'murder' economic growth

U.S. economy is doing reasonably well, but the Federal Reserve could bring about its demise when inflation eventually ramps up, Nuveen exec says.

American Funds, Empower forge partnership on 401(k) managed accounts
RETIREMENT RETIREMENT PLANNING APR 26, 2019
American Funds, Empower forge partnership on 401(k) managed accounts

Deal could benefit American Funds by providing more asset retention and increased exposure among plan sponsors.

Fidelity sales tactics called out in settlement of retirement plan lawsuit
RETIREMENT RETIREMENT PLANNING APR 23, 2019
Fidelity sales tactics called out in settlement of retirement plan lawsuit

Attorney Jerry Schlichter won a provision that prevents Fidelity from using participants' data to cross-sell products to them.

The drawback of Richard Thaler's 401(k)-Social Security idea? Social Security itself
RETIREMENT RETIREMENT PLANNING APR 22, 2019
The drawback of Richard Thaler's 401(k)-Social Security idea? Social Security itself

Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.

Variable annuity sales up big among independent broker-dealers
NEWS BROKER DEALERS APR 19, 2019
Variable annuity sales up big among independent broker-dealers

Interest-rate environment, growth of buffered annuities and loss of the DOL fiduciary rule helped grow sales by $3.7 billion last year.

Richard Thaler wants to use 401(k)s to boost Social Security payments
RETIREMENT RETIREMENT PLANNING APR 18, 2019
Richard Thaler wants to use 401(k)s to boost Social Security payments

The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.

Financial advisers at risk if they don't consistently innovate
NEWS INDUSTRY NEWS APR 17, 2019
Financial advisers at risk if they don't consistently innovate

Advisers need to keep up with changes or risk being commoditized.

FPA backs away from controversial plan to merge chapters
NEWS INDUSTRY NEWS APR 16, 2019
FPA backs away from controversial plan to merge chapters

The group is no longer seeking to dissolve local chapters as separate legal entities.