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
NEWS INDUSTRY NEWS MAY 22, 2017
Wirehouses use predictive analytics to shore up goals-based planning

Large brokerage firms are updating technology to get a better understanding of clients in real time, to augment advisers' service and improve client experience.

RETIREMENT RETIREMENT PLANNING MAY 22, 2017
Vermont poised to become latest state to set up retirement plan for small businesses

It would be the ninth state to pass legislation creating a plan, and differs from other states' auto-IRA and marketplace approaches.

NEWS RIAS MAY 21, 2017
Retirement plan advisers turning to RIA aggregators to build practices

Interest in aggregator firms focused on 401(k) plans has grown, but advisers must weigh what they'd be sacrificing and gaining through such arrangements.

RETIREMENT RETIREMENT PLANNING MAY 20, 2017
How 401(k) advisers can bullet-proof themselves against litigation risk under DOL fiduciary rule

Tons of 401(k) advisers will be prone to litigation come June, and advisers need to know where the pitfalls lie and how best to protect themselves.

RETIREMENT RETIREMENT PLANNING MAY 19, 2017
Use of multiple record keepers could hurt defendants in 403(b) lawsuits

In a potential indication of how judges will rule in the other university lawsuits, Emory and Duke will have to defend allegations that using multiple record keepers breaches their fiduciary duty.

RETIREMENT RETIREMENT PLANNING MAY 18, 2017
President Trump signs resolution killing state auto-IRA rule

Five states have vowed to forge ahead with plans to create retirement programs, but the president's actions may slow development in other states.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 18, 2017
Indexed, variable annuity sales slump as DOL fiduciary rule looms

Uncertainty around the rule may be contributing to tentativeness from advisers and distributors.

RETIREMENT RETIREMENT PLANNING MAY 17, 2017
401(k) managed account competition heats up as Fidelity expands reach

Fidelity, responding to demand for fiduciary services, will be competing with third-party providers such as Financial Engines and Morningstar for distribution.

RETIREMENT RETIREMENT PLANNING MAY 15, 2017
Fidelity's approach to DOL fiduciary rule rankles some 401(k) advisers

The largest record keeper is being more aggressive than its peers in pushing fiduciary services for retirement plans and participants, observers say.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 12, 2017
Merrill Lynch's move away from signing bonuses seen as risky

Wirehouse's new recruiting strategy will focus on hiring and training younger advisers at the expense of signing top producers from rival firms.