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Greg Iacurci

Reporter, Retirement Planning and Insurance

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Greg Iacurcihttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=GIACURCI&maxw=220&cci_ts=20191207071652

Greg Iacurci is a reporter who covers financial advisers who serve 401(k) retirement plans. He also covers general retirement planning and insurance.

Recent Articles

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SEC issues FAQs on investment advice rule

Nov 27, 2019

The agency published answers to four questions about Form CRS

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Pete Buttigieg proposes a 'public' 401(k) program

Nov 26, 2019

The proposal is similar to others seeking to improve access to workplace retirement plans but would require an employer match

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SEC proposes tougher sales rule for exchange-traded products

Nov 26, 2019

The agency, concerned about consumer protection, says clients need a baseline understanding of product risk

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DOL digital 401(k) rule not digital enough, industry says

Nov 25, 2019

Some stakeholders say the disclosure proposal is still paper-centric and should take into account newer technologies

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Five brokers lose Ohio National lawsuit over annuity commissions

Nov 22, 2019

Judge rules the brokers weren't beneficiaries of the selling agreement between the insurer and broker-dealers

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Bill would allow tax-free 401(k), IRA withdrawals to buy long-term care insurance

Nov 21, 2019

The measure, which would eliminate income tax and the 10% early withdrawal penalty, could boost the pool of Americans seeking private insurance

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There's a 'turf war' coming in financial advice

Nov 20, 2019

Financial advisers may find it harder to compete as large firms encroach more on mass-affluent customers, says Fidelity's Michael Durbin

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Mutual fund conflicts pose issues for brokers under Reg BI

Nov 19, 2019

Revenue sharing is an opaque practice that may require additional attention from broker-dealers as the SEC rule takes effect, Morningstar warns

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Buffer annuities push variable annuity sales to three-year high in Q3

Nov 19, 2019

Buffer annuity sales are expected to increase more than 50% in 2019 as a result of low interest rates and new product features

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Complaint claims Ohio National poses 'danger' due to its 'illegal' activity

Nov 18, 2019

Insurance agent Elisia Lattimer lodged complaint with the Ohio insurance department, alleging the company engaged in an illegal practice of 'rebating' and executives tried to cover it up

View all stories by Greg »

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