Subscribe

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

Topic

Nuveen’s Bob Doll predicts bear market unlikely in the near term

But don't expect a perfect market like 2017.

Topic

Wells Fargo wouldn’t be the first to push proprietary products on 401(k) plan participants

Let's not fool ourselves that the conduct allegedly being investigated at Wells Fargo is limited to one firm.

Topic

SEC advice rule: Jay Clayton says brokers must adhere to ‘fiduciary principles’

However, he believes they also deserve a different standard of care from investment advisers.

Topic

Indexed annuities likely to rebound after dip in sales last year

An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.

Topic

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.

Topic

Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.

Topic

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.

Topic

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.

Topic

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.

Topic

AXA reverses course on variable annuity buyout

Insurer had planned an offer to holders of its Accumulator Series variable annuity