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 JUN 08, 2017
The disclosure 401(k) advisers may be missing under the DOL fiduciary rule come June 9

The regulation will trigger a fiduciary acknowledgement from advisers. But, strangely, it's not a disclosure mandated by the rule itself.

RETIREMENT RETIREMENT PLANNING JUN 07, 2017
Labor Secretary Acosta: Concerns with DOL fiduciary rule 'not heard' during original rulemaking

A request for information sent yesterday to the Office of Management and Budget is the first step in reviewing the rule, Mr. Acosta said. <b>Plus, <a href=&quot;http://www.investmentnews.com/article/20170607/FREE/170609954/investment-adviser-association-members-take-complaints-about-dol&quot; style=&quot;color:#b10816&quot; target=&quot;_blank&quot;>Investment Adviser Association members take complaints about DOL rule to Capitol Hill</a>.</b>

INVESTING MUTUAL FUNDS JUN 07, 2017
DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

The brokerage cites &quot;additional flexibility&quot; granted by the DOL in recent guidance as a determining factor.

RETIREMENT RETIREMENT PLANNING JUN 01, 2017
401(k) record keepers making big bets on managed accounts

Fidelity and Empower announced first-of-their-kind services in recent months, hoping to capitalize on demand for greater personalization and generate new sources of revenue.

RETIREMENT RETIREMENT PLANNING MAY 30, 2017
Wells Fargo, in 'atypical' outcome, wins 401(k) lawsuit

The win could provide fodder in other legal defenses, and supports the contention that comparing fund costs to Vanguard doesn't always provide an accurate barometer.

RETIREMENT RETIREMENT PLANNING MAY 27, 2017
The appeal and pitfalls of holding unconventional assets in retirement accounts

While non-traditional asset classes held in individual retirement accounts may have return and portfolio diversification benefits, there are &quot;unique complexities&quot; that limit their value for most investors.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 26, 2017
Voya re-entering buffer annuity market as product popularity grows

Voya's about-face comes amid heightened regulatory scrutiny as customer complaints about buffer annuities have surfaced.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 25, 2017
DOL fiduciary rule pushes indexed annuity carriers to develop new products

Insurers are introducing fixed-rate deferred annuities with income guarantees to circumvent BICE.

RETIREMENT RETIREMENT PLANNING MAY 24, 2017
DOL fiduciary rule pushing broker-dealer assets to fee-based accounts, away from commissions

Some large brokerages such as Morgan Stanley, Edward Jones and Raymond James have seen a surge in advisory assets a year on from promulgation of the retirement regulation.

NEWS RIAS MAY 23, 2017
In new fiduciary rule FAQs, DOL gives quasi-endorsement of clean shares

The DOL also hinted that clean shares may offer an avenue for an additional rule exemption, potentially as a replacement or alternative to BICE.