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
House committee passes open MEP bill
RETIREMENT RETIREMENT PLANNING SEP 14, 2018
House committee passes open MEP bill

Insurance groups say the measure, which now heads to the full chamber for a vote, doesn't go far enough.

Fixed annuities are on a tear
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 14, 2018
Fixed annuities are on a tear

Fixed annuities are positioned for a record year, with fixed-rate deferred and indexed annuities driving the growth.

RETIREMENT RETIREMENT PLANNING SEP 13, 2018
States try to beat back rate increases on long-term-care policies

Rules adopted by 41 states have held down rate increases on newer policies, but some advisers remain skeptical of traditional LTC insurance.

Tax Reform 2.0 adds to momentum for open MEPs
RETIREMENT RETIREMENT PLANNING SEP 11, 2018
Tax Reform 2.0 adds to momentum for open MEPs

New bill eases rules around open multiple-employer plans by allowing more employers to band together to offer a common retirement plan.

Raymond James nabs $203 million team from Morgan Stanley
NEWS RIAS SEP 11, 2018
Raymond James nabs $203 million team from Morgan Stanley

Raymond James is coming off several strong quarters of adviser recruiting.

Captrust adds $427 million hybrid RIA
NEWS RIAS SEP 10, 2018
Captrust adds $427 million hybrid RIA

Morton Wealth Management is Captrust's 30th deal since 2006.

SEC charges two brokers for churning that lost clients $3.6 million
NEWS REGULATION AND LEGISLATION SEP 10, 2018
SEC charges two brokers for churning that lost clients $3.6 million

The brokers worked for the same broker-dealer, which has since been expelled from the industry, at the time of their respective alleged frauds.

Merrill Lynch takes two avenues with annuity commissions
RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 10, 2018
Merrill Lynch takes two avenues with annuity commissions

Policy effectively creates a dual approach for Merrill's 17,000-plus advisers.

Ohio National, a big variable annuity provider, exits the annuity business
RETIREMENT RETIREMENT PLANNING SEP 07, 2018
Ohio National, a big variable annuity provider, exits the annuity business

Ohio National cited the regulatory climate and sustained low interest rates as reasons why it was going to stop selling annuities.

Trump administration hypocrisy on retirement security
RETIREMENT RETIREMENT PLANNING SEP 06, 2018
Trump administration hypocrisy on retirement security

The president is trying to expand access to workplace retirement savings, but has acted contrary to this goal in the past.