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
RETIREMENT RETIREMENT PLANNING MAY 07, 2018
Asset managers shift 401(k) distribution toward RIA aggregator firms

That could mean fewer wholesalers calling on individual advisers in the field.

RETIREMENT RETIREMENT PLANNING MAY 05, 2018
The worst possible time to retire

Market performance in the first few years of retirement determines financial security throughout one's golden years. Here's why the outlook for people retiring today is concerning.

NEWS RIAS MAY 04, 2018
Building a team can help advisers build their practice

Offering more specialized services can help reel in more high-net-worth clients, according to a panel of experts.

NEWS RIAS MAY 02, 2018
6 big questions about the SEC advice rule

There's plenty of confusion around the contents of the agency's proposal. Here's some clarity.

7 ways to build up assets in a Roth account
RETIREMENT RETIREMENT PLANNING MAY 01, 2018
7 ways to build up assets in a Roth account

Attorney Natalie Choate explains seven ways to fund Roths without conversions.

NEWS INDUSTRY NEWS APR 30, 2018
Nuveen's Bob Doll predicts bear market unlikely in the near term

But don't expect a perfect market like 2017.

RETIREMENT RETIREMENT PLANNING APR 27, 2018
Wells Fargo wouldn't be the first to push proprietary products on 401(k) plan participants

Let's not fool ourselves that the conduct allegedly being investigated at Wells Fargo is limited to one firm.

NEWS REGULATION AND LEGISLATION APR 26, 2018
SEC advice rule: Jay Clayton says brokers must adhere to 'fiduciary principles'

However, he believes they also deserve a different standard of care from investment advisers.

RETIREMENT LIFE INSURANCE AND ANNUITIES APR 25, 2018
Indexed annuities likely to rebound after dip in sales last year

An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.

RETIREMENT RETIREMENT PLANNING APR 19, 2018
Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.