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
Annuity and life insurance products would likely see better contract guarantees long-term.
Participants shifted their balances to conservative funds amid higher trading activity.
Distribution of more variable annuities in an advisory rather than commission environment could play out as a result of Labor Department regulation.
Advisers like David Adams, who works predominantly with musicians and entertainers, must march to a different drummer to succeed with celebrity clients. (More: 9 tips for working with celebrity clients)
Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.
Oracle's plan and its fiduciaries are the latest to be targeted in a slew of excessive-fee suits to emerge over the past several weeks.
Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.
The 401(k) managed account provider is pushing for more holistic financial planning.
Helping allocate retirement plan fees to service providers is becoming increasingly important for advisers, with several different mechanisms to consider.
Low comfort level with LTC products makes advisers recoil, but some think that's a weak argument.
