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
DOJ orders Wells Fargo to conduct independent investigation of its Wealth and Investment Management business following whistleblower tips about "sales problems," according to the Wall Street Journal.
Registered reps and insurance agents won't be included on the clearinghouse.
The university was one of about a dozen prominent schools sued by Jerry Schlichter in 2016.
The company confirmed it's talking to investment bankers to 'explore how to best optimize [its] capital structure at lower costs.'
The aggregator has a new focus on the 401(k) market.
Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.
Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.
As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.
Timing is everything when it comes to giving advice to retirement plan participants.
Advisers should position the products more like fixed income than equities.
