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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SEC advice rule: Here's what you need to know
NEWS RIAS APR 19, 2018
SEC advice rule: Here's what you need to know

We sifted through the nearly 1,000-page proposal and picked out some of the most important points.

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.

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 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.

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.