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
Captrust acquires $1.4 billion wealth shop
NEWS RIAS OCT 16, 2018
Captrust acquires $1.4 billion wealth shop

The purchase of FCE Group continues Captrust's strategy of boosting its wealth management business.

Fidelity sued again for 401(k) plan mismanagement
RETIREMENT RETIREMENT PLANNING OCT 11, 2018
Fidelity sued again for 401(k) plan mismanagement

The company settled a similar self-dealing lawsuit four years ago for $12 million.

LPL Retirement Partners hires new chief
RETIREMENT RETIREMENT PLANNING OCT 08, 2018
LPL Retirement Partners hires new chief

Appointment of Bryan Hodgens is second shake-up in a year at the retirement unit.

The Trump family used this strategy to save on taxes
RETIREMENT RETIREMENT PLANNING OCT 05, 2018
The Trump family used this strategy to save on taxes

A type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes

How Ohio National's move may lead to 'unscrupulous' broker behavior with annuities
NEWS RIAS OCT 04, 2018
How Ohio National's move may lead to 'unscrupulous' broker behavior with annuities

If other insurers also start to terminate VA trail commissions, brokers might opt to take upfront sales commissions instead and start churning their clients' annuities.

The Trump family used this strategy to save on taxes
RETIREMENT TAX OCT 03, 2018
The Trump family used this strategy to save on taxes

Type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes.

Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities
NEWS BROKER DEALERS OCT 02, 2018
Ohio National to end brokerage arrangements, eliminate adviser compensation on variable annuities

Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.

Another 403(b) plan sponsor beats back fee lawsuit
RETIREMENT RETIREMENT PLANNING OCT 01, 2018
Another 403(b) plan sponsor beats back fee lawsuit

Washington University in St. Louis joins other colleges that have prevailed in court.

Focus Financial acquires TAMP for $235 million
NEWS RIAS SEP 28, 2018
Focus Financial acquires TAMP for $235 million

Deal for Loring Ward Holdings is one of the largest transactions in Focus' history, company's chairman and CEO said

John Hancock testing wellness programs for long-term-care policyholders
RETIREMENT RETIREMENT PLANNING SEP 28, 2018
John Hancock testing wellness programs for long-term-care policyholders

The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.