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.
Morgan Stanley Enables Crypto-to-ETF Conversions for Wealth Clients
Among the products that clients can trade a digital asset for is the recently launched Morgan Stanley Bitcoin Trust
Advisor360° Welcomes CEO, Nestimate Hires Former Allianz Exec
Plus, additional news from MAI Capital Management, Empower, State Street, Ameriprise Financial, and more
Social Security Administration Faces Turmoil After 8,000+ Staff Cuts and Reporting Changes
Center on Budget and Policy Priorities issued recommendations to improve agency, including hiring “significantly” more workers
Independent RIAs Accelerate Past $500M and $1B Milestones
Over 400 firms reached past the targets in Q1 2026, shows findings from Fintrx
Married Couples May Be Missing Out on Retirement Savings
A new report from the CRR at Boston College examines how spouses are handling retirement planning together
As Financial Fulfillment Declines, More Americans Turn to Their Parents for Support
Edward Jones, Northwestern Mutual studies show financial disconnects among U.S. adults
Transamerica, T. Rowe Price, TIAA Expand Retirement Income Access
The product is available to eligible retirement plans and is said to address longevity risk and turning retirement savings into income
Industry Orgs Issue Final Comments on DOL Proposed Alternative Assets Regulation
Nearly 45,000 comments received before comment period ended June 1
Financial Literacy Falls to its Lowest Level in 10 Years
A growing number of adults are hitting record-level low scores on financial literacy, according to TIAA and GFLEC quiz
StepStone Group Appoints Head of U.S. Defined Contribution
Plus, StepStone is developing a suite of retirement-focused CIT structures across private equity, infrastructure, and private debt