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 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.

NEWS REGULATION AND LEGISLATION APR 18, 2018
SEC advice rule seeks to tighten reins on brokers

The proposed rule puts new restrictions on brokers, but it is still unclear how strongly the SEC is clamping down.

RETIREMENT RETIREMENT PLANNING APR 17, 2018
401(k) lawsuits being brought more aggressively against retirement plan advisers

Chances of getting sued are more common now than five years ago, says one lawyer.

RETIREMENT RETIREMENT PLANNING APR 16, 2018
Retirement coverage gap, 401(k) rollovers are big emerging threats for plan advisers

Proliferation of state retirement programs approaching the 'tipping point' where it will lead the federal government to step in.

RETIREMENT LIFE INSURANCE AND ANNUITIES APR 16, 2018
AXA reverses course on variable annuity buyout

Insurer had planned an offer to holders of its Accumulator Series variable annuity

RETIREMENT LIFE INSURANCE AND ANNUITIES APR 13, 2018
Insurers still grappling with costly variable-annuity promises

AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.

NEWS RIAS APR 11, 2018
LPL loses $1.8 billion retirement group

Ingham Retirement Group, which works primarily with employer-sponsored plans, left because the firm's brokerage business had been declining.

RETIREMENT RETIREMENT PLANNING APR 11, 2018
Insurers' 401(k) record keepers gain big share in small, midsize markets

Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.

NEWS RIAS APR 06, 2018
LPL to lose mega hybrid RIA

$9.5-billion Independent Financial Partners to jump ship, create its own broker-dealer.

NEWS REGULATION AND LEGISLATION APR 05, 2018
FPA tries to calm waters made turbulent by New York chapter 'dysfunction'

Concurrent concern brewing over a pilot program being beta-tested through next year, possibly longer.