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
New Jersey brokers expect industry will push back against fiduciary rule proposal
NEWS REGULATION AND LEGISLATION SEP 27, 2018
New Jersey brokers expect industry will push back against fiduciary rule proposal

Brokerage executives expect the industry to put up a fight against the rule, which they say will lead to a complex web of compliance.

Cash comes into focus as interest rates continue ascent
NEWS RIAS SEP 26, 2018
Cash comes into focus as interest rates continue ascent

Yields on money market funds, short-term CDs and other cash accounts have risen as the Fed continues to raise interest rates, and this has big implications for advisers.

New Jersey fiduciary rule could be first of many among states post-DOL
NEWS RIAS SEP 26, 2018
New Jersey fiduciary rule could be first of many among states post-DOL

New Jersey is the first state to take action on a fiduciary rule after the DOL rule's death, but experts think other states will likely jump on board.

DOL set to propose rule on open MEPs
RETIREMENT RETIREMENT PLANNING SEP 25, 2018
DOL set to propose rule on open MEPs

The Labor Department is responding to a recent executive order on retirement security from the president.

What advisers get wrong about investors
NEWS RIAS SEP 24, 2018
What advisers get wrong about investors

Investors are a diverse bunch, which should guide the way advisers prospect for clients and deliver recommendations.

Indexed annuity sales grow among wirehouses, independent broker-dealers
NEWS BROKER DEALERS SEP 20, 2018
Indexed annuity sales grow among wirehouses, independent broker-dealers

A product design that's more palatable to brokers and a bigger roster of familiar carriers have raised the product profile for brokers.

SEC charges $54 million Louisiana RIA and owners for cherry-picking scheme
NEWS RIAS SEP 20, 2018
SEC charges $54 million Louisiana RIA and owners for cherry-picking scheme

Wesley Kyle Perkins and Priscilla Gilmore Perkins, husband and wife owners of World Tree Financial, allegedly benefited themselves by handpicking the most profitable trades.

Western & Southern buys Gerber Life Insurance in $1.55 billion deal
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 18, 2018
Western & Southern buys Gerber Life Insurance in $1.55 billion deal

Gerber Life has $52 billion of life insurance in force and covers 3.6 million policies for individuals.

Lawmakers want to reform rules around RMDs
RETIREMENT RETIREMENT PLANNING SEP 18, 2018
Lawmakers want to reform rules around RMDs

One measure would scrap the "stretch IRA," which has helped financial advisers preserve retirement wealth passed on to heirs.

Captrust, prominent 401(k) advice firm, ramps up its wealth management business
NEWS RIAS SEP 17, 2018
Captrust, prominent 401(k) advice firm, ramps up its wealth management business

Captrust wants to grow annual revenue from wealth management to 50% from 30% over the next five years.