Results for "Greg Iacurci"

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Hub International acquires RIA with $850 million in retirement plan assets

February 21, 2018

Hub International, a firm new to the ranks of 401(k)-focused RIA aggregators, has acquired a Texas-based advisory firm overseeing roughly $850 million in retirement-plan assets. IPS Advisors, based in Dallas, is also an independent life and...

DOL fiduciary rule continues to take toll on annuity sales

February 21, 2018

The Department of Labor fiduciary rule and the interest-rate environment delivered a one-two punch to annuity sales last year, pushing them down for the third consecutive year. Compared with the previous year, overall annuity sales dipped 8%...

Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

2017 largest variable annuity providers

February 17, 2018

VA sales have trended downward for five years, and the third quarter brought more bad news: the 
product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable...

What it means to be a `point in time' fiduciary

February 17, 2018

Fidelity Investments' decision to serve as a "point in time" fiduciary to 401(k) plan sponsors may have some people asking, "What does that mean, exactly?" The answer boils down to timing, explained David Levine, a principal at Groom Law Group....

Is Fidelity competing with retirement plan advisers?

February 17, 2018

Fidelity Investments​ is the undisputed titan of the retirement marketplace. With $1.64 trillion in defined-contribution-plan assets under its belt, the Boston-based mutual fund company administers more than $1 trillion more in DC-plan assets...

Indexed annuities' performance may not be what you expect

February 16, 2018

At first glance, indexed annuities may sound quite similar to index mutual funds. Their names suggest as much. Consumers can buy annuities that are linked to the Standard & Poor's 500 index, like their mutual-fund counterparts. Plus, indexed...

Why some retirement plan advisers think Fidelity is invading their turf

February 16, 2018

InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.

What's the right number of funds in a 401(k) plan?

February 16, 2018

Just what is the optimal number of funds to have in a defined-contribution plan? It's a tricky question, and depends on a number of factors such as the profile and mindset of the plan sponsor and its employees. However, there's a sweet spot...

New tax law could increase pension risk transfers

February 14, 2018

Pension risk transfers are poised to pick up this year as employers race to meet a tangential deadline imposed by the new tax law. A pension risk transfer allows employers to offload the risk associated with their defined-benefit plans to an...

SEC closes book on Brian Block, former Schorsch associate, with $160,000 fine

February 14, 2018

Brian Block, a former associate of one-time real estate czar Nicholas Schorsch, has agreed to a $160,000 civil penalty and a permanent ban from serving as a director and officer for violating securities rules, the Securities and Exchange Commission...

Buffer annuities grow in popularity

February 13, 2018

Buffer annuities, also known as structured or variable-indexed annuities, are starting to gain traction. These products, a cross between indexed and variable annuities, have seen sales surge, as several other annuities have seen sales retreat....

401(k) plan sponsors are increasingly hiring fiduciary advisers

February 13, 2018

Employers sponsoring a 401(k) plan, especially small business owners, are increasingly hiring investment advisers who serve as fiduciaries to their retirement plan, new research suggests. About 70% of all 401(k) plans used an independent investment...

Deutsche Bank Securities to pay $4.45 million over mortgage-backed securities

February 12, 2018

Deutsche Bank Securities Inc. has agreed to pay nearly $4.5 million over allegations the firm misled customers who bought commercial mortgage-backed securities, boosting its profits at the expense of clients, according to the Securities and...

What the market downturn means for advisers

February 9, 2018

Senior columnist John Waggoner and reporter Greg Iacurci discuss adviser reaction to the market drop, the active vs. passive debate, and how robo-advisers did in the turmoil.

GE's long-term-care insurance woes are symptomatic of ailing industry

February 9, 2018

The long-term-care insurance industry is struggling, and executives and analysts have seized on General Electric Co.'s recent travails to illustrate the point. Nearly a month ago, General Electric Co. disclosed a $6.2 billion charge associated...

Why the new tax law amounts to a 'stealth' tax increase

February 7, 2018

The new tax law changes how the federal government adjusts certain measures in the tax code for inflation, which could cost advisers' clients substantially over the long term. The change also could signal how lawmakers will elect to treat certain...

Market pullback presents robo-advisers with biggest test yet

February 6, 2018

Robo-advisers underwent their biggest stress test to date Monday as the market's slide drove a surge in the volume of investors trying to access their accounts at the fledgling companies, most of which aren't yet 10 years old. The experience...

Financial Engines expands to small 401(k) plans with ADP partnership

February 6, 2018

Financial Engines Inc., a managed-account provider for 401(k) plans, is expanding its reach by partnering with record keeper ADP to bring its advice and investment management services down-market to small retirement plans. With $160 billion...

DOL fiduciary rule responsible for drop in Stifel adviser headcount: CEO

January 30, 2018

Stifel Financial Corp.'s net loss in financial advisers last year was largely attributable to the Department of Labor fiduciary rule, which caused the firm's advisers to retire in greater-than-usual numbers, a company executive said Tuesday....

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