Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
EP Wealth Announces Partnership with Thompson Wealth Management
The collaboration is EP Wealth’s third in 2026
Wealthspire Launches Family Office Platform
The platform brings together capabilities from Wealthspire, Fiducient Private Client, and Ground Control
Crypto.com Launches IRAs, Prime Pensions Names CEO
Plus, news from Ameritas, Hightower Advisors, Prime Capital, and Nationwide Retirement Solutions
Wealth Enhancement Acquires $1.2B Advisory Team from TFB Advisors
Following the deal, the acquired group will operate as The Archer Team at Wealth Enhancement
Plan Sponsors Struggle Meeting Healthcare Expectations as Costs Rise
However, artificial intelligence (AI) tools could help mitigate costs, reports Conduent
Financial Advisors Aren’t Worried About AI Impacts to Industry
Rather, advisors are looking forward to the technology helping them redefine their roles, finds Advisor360°
401(k), 403(b) Account Balances Hit Double-Digit Swings in 2025
Balances for individual retirement accounts (IRAs) also saw increases in Fidelity’s latest retirement trends update
How Different Generations of Women Respond to Wealth Needs
The preferences also extend to how women engage with financial professionals
Few Employers Consider Offering Trump Accounts
Over half do not expect to move forward with Trump Accounts in the near-future, Mercer findings show
Women Identify Themselves as CFOs of Their Households
Millennial women especially take charge of finances at home, reports Allianz Life