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
Insurer says the spinoff would be financially strong, and insurance contracts would remain with their original carriers.
Measure would encourage advisers and financial institutions to report potential fraud, while protecting them from civil or administrative liability.
Will putting iconic fund firm in the crosshairs turn fiduciaries' attention toward overall value and away from fees?
The firm's clearing and custody division is partnering with EverSafe to help advisers protect senior clients from fraud.
A pioneer in bringing lawsuits over retirement-plan fees is investigating several large plans, building on recent successes and a broader wave of litigation.
Hot on the heels of some big victories, law firm Schlichter Bogard & Denton has filed a new complaint alleging fiduciary breach under ERISA.
The large settlement underscores the need to ensure reasonable fees and asset classes for investments, and that the overall value of services matches up with cost.
As excessive-fee suits are poised to move down market, advisers should pay attention to teachings of 401(k) suits such as Boeing's.
There are subtleties that could have big tax implications.
There are subtleties that could have big tax implications for clients.
