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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RETIREMENT RETIREMENT PLANNING JUN 05, 2018
Allianz and Vestwell partner on 401(k) distribution

The life insurer is promoting Vestwell's automated services to retirement-plan advisers at independent broker-dealers.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 04, 2018
New Jersey native will try to start his financial advisory career in the South

Ryan Muscatella starts at a Virginia-based advisory firm in July as a full-time client service and financial planning associate.

RETIREMENT RETIREMENT PLANNING JUN 04, 2018
Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

At least 93% of the funds in the Invesco 401(k) plan are proprietary investments, according to the plaintiffs.

RETIREMENT RETIREMENT PLANNING JUN 02, 2018
Retirement plan advisers must weigh aggregator options

Consolidators offer many different models and procedures.

RETIREMENT RETIREMENT PLANNING JUN 01, 2018
Why changes to the kiddie tax are a 'big deal'

The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.

NEWS REGULATION AND LEGISLATION MAY 31, 2018
Tax law: Why changes to the kiddie tax are a 'big deal' for advisers

The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.

RETIREMENT RETIREMENT PLANNING MAY 30, 2018
Legg Mason hopes to reverse TDF fortunes with MassMutual deal

The firm tried launching two different target-date series within the past decade, both of which closed after failing to gain much traction.

RETIREMENT RETIREMENT PLANNING MAY 29, 2018
Northwestern University beats Jerry Schlichter 403(b) lawsuit

It's the second university to get a complete dismissal, but lawyers say it's too early to tell if this is a harbinger for pending cases.

NEWS RIAS MAY 25, 2018
$14 billion hybrid Sheridan Road staying with LPL, launching own RIA

CEO Daniel Bryant: 'It's a logical next step for us. This has always been our intention, regardless of what IFP is doing.'

RETIREMENT RETIREMENT PLANNING MAY 24, 2018
In a first, University of Chicago settles 403(b) lawsuit for $6.5 million

Observers say it's difficult to determine if this is a harbinger of the outcome in the roughly 20 outstanding lawsuits.