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 LIFE INSURANCE AND ANNUITIES JAN 10, 2018
Technology is streamlining the process of issuing life insurance policies

A digital transformation is taking root in the industry, and it's benefiting clients and advisers alike.

RETIREMENT RETIREMENT PLANNING JAN 09, 2018
Qualified Plan Advisors acquires $4 billion retirement shop

Retirement market is increasingly consolidating, among advisory firms and record keepers.

NEWS RIAS JAN 09, 2018
Advisers struck by opioid crisis seek to get the word out to peers and their communities

Financial advisers who've lost loved ones to drugs are responding as forces of positive change.

RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 08, 2018
Morgan Stanley and adviser win lawsuit over annuity distribution

The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.

RETIREMENT RETIREMENT PLANNING JAN 05, 2018
Tax law's pass-through provision could harm 401(k) plans

Law creates a differential in tax rates that may lead business owners to shy away from sponsoring a retirement plan, or water down existing benefits.

NEWS REGULATION AND LEGISLATION JAN 03, 2018
New tax law favors charitable giving from IRAs

Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.

RETIREMENT RETIREMENT PLANNING JAN 02, 2018
Allianz agrees to settle 401(k) fee lawsuit for $12 million

Other companies, including TIAA and New York Life, settled self-dealing suits for millions of dollars in 2017.

INVESTING ALTERNATIVES DEC 20, 2017
Advisers fear private equity's reach into VAs

Voya latest firm to unload variable annuity contracts to PE firms.

NEWS REGULATION AND LEGISLATION DEC 18, 2017
Tax plan: Everything financial advisers need to know about the final bill

The latest version of the Tax Cuts and Jobs Act has many changes from current law that would affect advisers and clients.

RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 14, 2017
Complexity of new indexed annuities causing concern

Insurers are using 'hybrid' indices as a way to differentiate themselves, but critics contend the products are less transparent, more confusing and don't add financial benefit.