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
Regulators question why investors would pay more for additional liquidity on a long-term product.
Firms such as Dynasty Financial Partners and Raymond James have seen an uptick in engagement among wirehouse brokers.
Employers are increasingly paying insurers to cover their pension liabilities
New excessive-fee suit alleges multiemployer plan covering more than 27,000 participants breached its duties under retirement law.
Hub International jumped in two months ago, and already has acquired a shop with $2.5 billion in plan assets.
Annuity sales have hit a 15-year low, primarily due to the Department of Labor's fiduciary rule.
Using 'open MEPs' and auto-IRAs might close the coverage gap and reduce plan costs.
Some providers are paying incentive compensation to representatives to promote their managed accounts to participants.
The reasons for affiliating with a brokerage have changed as compensation has evolved.
The laws underscore the need for advisers to have clients consider a long-term-care planning strategy
