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
Displaying 926 results
GE expects $1.7 billion in rate increases for long-term care policies
RETIREMENT RETIREMENT PLANNING MAR 07, 2019
GE expects $1.7 billion in rate increases for long-term care policies

The announcement comes a year after GE said it would need to inject roughly $15 billion to shore up its long-term care reserves.

The 401(k) 'stretch' match may work in reverse
RETIREMENT RETIREMENT PLANNING MAR 07, 2019
The 401(k) 'stretch' match may work in reverse

Vanguard found that a strategy used to increase employee retirement savings actually resulted in reduced participation and savings rates.

BB&T Securities reaches $5.7 million settlement with SEC for deceiving clients
NEWS REGULATION AND LEGISLATION MAR 05, 2019
BB&T Securities reaches $5.7 million settlement with SEC for deceiving clients

The SEC claimed BB&T misled clients and caused them to overpay for advisory services.

Vanguard share of target-date fund market becoming 'obscene'
RETIREMENT RETIREMENT PLANNING MAR 04, 2019
Vanguard share of target-date fund market becoming 'obscene'

The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.

New Jersey poised to create auto-IRA program
RETIREMENT RETIREMENT PLANNING FEB 28, 2019
New Jersey poised to create auto-IRA program

The Garden State would be the sixth state to create such a retirement program, and experts say it's likely others will join the ranks this year.

Are the economics of active management becoming unsustainable?
RETIREMENT RETIREMENT PLANNING FEB 27, 2019
Are the economics of active management becoming unsustainable?

Fidelity called the viability of a major fund platform into question, according to a report.

Active managers change 401(k) sales divisions
RETIREMENT RETIREMENT PLANNING FEB 26, 2019
Active managers change 401(k) sales divisions

Schroders, Cohen & Steers Inc. and ICMA-RC are examples of firms that have ramped up their investment teams as others have restructured or scaled back.

Warburg Pincus to buy majority stake in Kestra Financial
INVESTING ALTERNATIVES FEB 25, 2019
Warburg Pincus to buy majority stake in Kestra Financial

Current owner Stone Point Capital, Kestra management and some advisers will retain equity positions in the indie B-D.

Fidelity sued for 'secret payments' in 401(k) plans
RETIREMENT RETIREMENT PLANNING FEB 25, 2019
Fidelity sued for 'secret payments' in 401(k) plans

Fidelity allegedly pockets tens of millions of dollars a year from the undisclosed kickbacks, at the expense of its retirement clients.

What advisers can do to help older clients start a new business
RETIREMENT RETIREMENT PLANNING FEB 23, 2019
What advisers can do to help older clients start a new business

From crafting a budget to serving as a sounding board, financial advisers can play an important role.