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Greg Iacurci

Reporter, Retirement Planning and Insurance

Greg Iacurcihttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=GIACURCI&maxw=220&cci_ts=20190718224316

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


How do advisers estimate a client's longevity?

Jul 18, 2019

Advisers have a wide range of approaches, with some defaulting to age 90 and others going past age 100


Small 401(k) plans lag on important metrics

Jul 17, 2019

Participation and auto-enrollment are much lower among small retirement plans than larger ones, Vanguard survey finds


Adviser compensation is the challenge with fee-based annuities

Jul 15, 2019

Advisers who pull their fee from nonqualified annuities could cause a taxable event for their clients


Charles Schwab reportedly in talks to buy USAA brokerage, wealth management business

Jul 15, 2019

The $2 billion deal would net Schwab roughly $100 billion in new assets


LPL partners with Nationwide on 401(k) training for bank channel advisers

Jul 12, 2019

The brokerage hopes to capture more retirement plan clients and push assets into its small-market 401(k) product


Hub in talks to buy $40 billion LPL branch Global Retirement Partners

Jul 11, 2019

GRP, an LPL super-OSJ, would represent the latest in a flurry of acquisitions for Hub


FPA issues final, curtailed plan to reshape chapters

Jul 11, 2019

Group confirms it won't dissolve local chapters, and will begin transition with two-year beta test


Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

Jul 9, 2019

Given the thin margins in the retirement business, firm says it was justified in cutting deals with money managers to boost profits


Treasury proposes curtailing 'one bad apple' rule for MEPs

Jul 2, 2019

Current rules punish all the employers in a multiple employer plan for a mistake made by just one

Finra deadbeats

Finra bars broker accused of stealing $1 million from clients

Jul 2, 2019

The broker, James Thomas Booth, joined LPL as a result of the firm's NPH acquisition

View all stories by Greg »


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