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
Financial advisers who've lost loved ones to drugs are responding as forces of positive change.
The judge said the adviser erred in recommending a lump-sum distribution, but barred plaintiffs from recovery because they were also negligent.
Law creates a differential in tax rates that may lead business owners to shy away from sponsoring a retirement plan, or water down existing benefits.
Jamie Hopkins, associate professor of taxation at the American College of Financial Services, offers guidance.
Other companies, including TIAA and New York Life, settled self-dealing suits for millions of dollars in 2017.
Voya latest firm to unload variable annuity contracts to PE firms.
The latest version of the Tax Cuts and Jobs Act has many changes from current law that would affect advisers and clients.
Insurers are using 'hybrid' indices as a way to differentiate themselves, but critics contend the products are less transparent, more confusing and don't add financial benefit.
The so-called FIFO provision could also lead to yet-unrealized planning opportunities for advisers.
They say rule didn't go far enough and more stringent measures may be necessary.
