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.
Plan Features to Prioritize Now for 2026
Bernstein Retirement’s Halley Love breaks down the top retirement plan opportunities employers should be thinking of before the new year
Janus Henderson Acquired for $7.4B
The firm was bought by investment firms Trian and General Catalyst in a shared partnership
IncomeConductor Modernizes Annuity Planning with New Modeling Capabilities
The new features would allow advisors to simulate future annuity purchases, assign COLAs to annuity income streams, and more
Gen Xers Want ‘Honest Conversations’ with Parents on Finances
“Sandwich Generation” respondents describe feeling more financially, physically, and emotionally stressed in caring for parents than children
Transamerica Launches ETFs on NYSE
Both ETFs leverage subadvisor firms that currently manage mutual funds with similar strategies
Goldman Sachs, T. Rowe Price Launch Joint Model Portfolios
The portfolios were created to meet the needs of advisors serving HNW clients
Americans Financially ‘Planning with Purpose’ in 2026
Close to three-quarters of respondents to Fidelity’s study say they have a plan to hit their financial targets
Wealthspire Unveils Wealthspire Institutional, Osaic Taps President
Retirement industry news from NFP, Wealth Enhancement, Blue Ridge, Prudential, The Standard, Nationwide, and more
Retirees Thrive Despite Financial Anxieties Ahead
Many are particularly concerned over affording long-term care, reports TCRS
SEC Cautions Advisors Over Marketing Rules Compliance
The SEC said it observed violations with testimonials, endorsements, and third-party ratings