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.
Diverse Investors Lean on Financial Advice
Despite the increased use in financial advice among Black and Hispanic investors, Allianz Life notes advisors can do more to help diverse workers
Jamie Hopkins to Head Private Wealth Team at Bryn Mawr Trust
Hopkins will move into his new role beginning October
Competing ‘Financial Vortex’ Challenges Retirement Savings
Newly-released Goldman Sachs report highlights how a "financial vortex" of competing priorities threatens American workers' retirement savings
Taylor Swift, Beyoncé Tours Inspire New Era of Financial Spending
Consumers are spending more of their finances on concerts. Here's how advisors can help them manage the expenses while saving for the short- and long-term
American Airlines Pushes Back on Amended ESG Complaint
The airline is asking the court to dismiss the former pilot's amended complaint with prejudice
Quarter of Americans More Comfortable with Fantasy Football Than Investments
The findings come as only 37% of sports fans are confident in managing their own financial portfolio, reports Empower
Workers with Employer-Sponsored Retirement Plans Save $624K More
Data from BlackRock and Human Interest finds workers who saved an average of 7.4% had $710,900 in retirement savings by age 65
Corporate Roundup: Toland Opens Annuity Practice; OneDigital Acquires $900M Firm
An annuity veteran announces new consulting practice while OneDigital acquires Triad Financial Advisors, and more
Spending Spikes Linked to 401(k) Plan Withdrawals
A report by EBRI and J.P. Morgan Asset Management links 401(k) plan data with consumer banking data to understand how participants react to irregular spending
Borrowers Increasingly Stressed Over Looming Student Loan Payments
With payments starting up next month, close to half of borrowers say they feel extremely or very stressed, finds Achieve