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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

Displaying 944 results

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Richard Thaler wants to use 401(k)s to boost Social Security payments

The Nobel laureate wants to simplify drawing down retirement assets, which he thinks is 'way harder' than saving the money.

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Financial advisers at risk if they don’t consistently innovate

Advisers need to keep up with changes or risk being commoditized.

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FPA backs away from controversial plan to merge chapters

The group is no longer seeking to dissolve local chapters as separate legal entities.

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Product chief at Morningstar talks adviser technology and the holy grail of financial advice

Data carries great potential for financial advice — but also a threat.

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6 big takeaways from Larry Fink’s letter to shareholders

BlackRock's chairman and CEO thinks returns are tougher to find, the retirement crisis looms large and asset managers are far too focused on the short term.

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Fidelity wants to own the workplace — and beyond

Fidelity's new benefits-administration platform signals that the company wants to deepen its client relationships.

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Principal-Wells Fargo retirement deal hints at fee compression

Principal paid less than other firms that have acquired large retirement businesses in the past decade and a half, according to an InvestmentNews analysis.

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401(k) lawsuit over Vanguard fees ends with $23.7 million settlement

The employee lawsuit against Anthem Inc. surprised advisers because Vanguard is widely seen as a low-cost provider.

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Financial advice increasingly technology-enhanced

Financial planners need to up their game in what they provide clients.

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Congress, states poised to upend retirement policy

NAPA's Brian Graff says bills instituting a financial transactions tax and changes to workplace retirement plans could have a big effect on advisers, participants.