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.
Milliman Launches ETFs Combatting Rising Healthcare Costs
The ETFs will use an actively managed mix of health sector and related funds to generate returns correlated with healthcare cost changes
Great Gray Secures flexPATH CIT Fund Sub-Advisory Assets
The move signals the end of flexPATH’s CIT fund sub-advisory business
Betterment Launches Self-Directed Investing Feature
The tool coincides with the launch of other new offerings at the firm
Asset-Map, eMoney Announce Visual Planning Integration
The firms aim to create clearer client reports and conversations
AI Tech to Spot Fiduciary Risks in Coming Years
The industry could see an uptick in businesses utilizing the technology to reduce ERISA litigation risk, experts in a Transamerica study forecast
Public Buys Alto’s CryptoIRA Side, Financial Advisor Duo Join Raymond James
Plus, news from Merit Financial and Wealthspire
Employers Must Offer Benefits Beyond Retirement Plan Access
NFP findings show employees need education and additional benefits to successfully save for retirement
Viking Cove Unveils Advisor Vantage, NFP Expands Leadership
Plus news from Nationwide, T. Rowe Price, and Wealth Enhancement
Charles Schwab Acquires Forge Global for $660M
Schwab’s acquisition of the private asset firm strengthens industry’s push to private markets in retirement plans
Private Market Investments Take Off in Empower’s Retirement Plans
Couple hundred of plan sponsors have adopted the private funds to their retirement platforms, Empower reports