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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Congress tries to jam through retirement legislation by year-end
RETIREMENT RETIREMENT PLANNING NOV 27, 2018
Congress tries to jam through retirement legislation by year-end

The chairman of the House Ways and Means Committee is upping the ante on his prior effort to pass a package of tax and retirement measures.

Variable annuity shops eye property and casualty insurers to expand distribution
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 26, 2018
Variable annuity shops eye property and casualty insurers to expand distribution

Jackson National and Lincoln Financial, among the largest VA providers, recently announced distribution partnerships set to kick in next year.

Waddell & Reed settles 401(k) lawsuit for $4.9 million
RETIREMENT RETIREMENT PLANNING NOV 21, 2018
Waddell & Reed settles 401(k) lawsuit for $4.9 million

The active fund manager is one of several investment firms to settle self-dealing lawsuits in the last few years.

Cetera broker-dealers latest to file legal claim against Ohio National
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 21, 2018
Cetera broker-dealers latest to file legal claim against Ohio National

Six Cetera broker-dealers allege the insurer will be breaching its contractual obligations by withholding millions of dollars in trail commissions from their brokers.

Ohio National lays off chief distribution officer; president retires after three months on the job
NEWS BROKER DEALERS NOV 20, 2018
Ohio National lays off chief distribution officer; president retires after three months on the job

The personnel changes come weeks after the insurer's controversial decision to stop paying trail commissions on some annuities.

Fight for New Jersey fiduciary rule yields doomsday rhetoric from both sides
NEWS RIAS NOV 19, 2018
Fight for New Jersey fiduciary rule yields doomsday rhetoric from both sides

Stakeholders warned of a 'crisis' and 'decimation of our financial system' at a public meeting held by the New Jersey Bureau of Securities.

Vanguard cuts investment minimums in escalating price war
INVESTING MUTUAL FUNDS NOV 19, 2018
Vanguard cuts investment minimums in escalating price war

The move follows Fidelity's debut of zero-fee index funds and the 40% drop in overall fund fees over the past two decades.

HUB International in talks to buy Sheridan Road, a $14 billion hybrid retirement plan group
RETIREMENT RETIREMENT PLANNING NOV 16, 2018
HUB International in talks to buy Sheridan Road, a $14 billion hybrid retirement plan group

The acquisition would be the biggest yet for Hub, a new aggregator in the retirement-plan advice market.

Private equity eyes long-term care insurance
RETIREMENT RETIREMENT PLANNING NOV 16, 2018
Private equity eyes long-term care insurance

There's a risk advisers could see quality of care suffer for their clients in these sorts of deals.

Commonwealth files Finra arbitration, lawsuit against Ohio National for 'unlawful' VA scheme
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 15, 2018
Commonwealth files Finra arbitration, lawsuit against Ohio National for 'unlawful' VA scheme

This is the first known arbitration filed against the insurer for its decision on variable annuity commissions.