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.
Cetera Adds $265M Firm from Osaic
Advisors Matthew and Christopher Callero say they chose Cetera for its organic and inorganic growth resources
Lawmaker Introduces Bill Supporting Pleading Standards for ERISA Suits
The bill follows a wave of recent ERISA class action litigation
DOL Abandons 2024 Fiduciary Rule Appeal
The action prompted comments from former EBSA Assistant Secretary of Labor Lisa Gomez
SEC’s Uyeda Pushes for Private Markets in 401(k) Plans
The SEC Commissioner spoke in support of private investment usage in DC plans during ICI’s conference on Nov. 20
Racial Gaps Persist in Retirement Savings
Research from Dayforce shows significant disparities in retirement planning across race and gender
Model Portfolios Crucial for Advisor Success
Demand for model portfolio services comes as more training programs reinforce the idea of outsourcing portfolio construction, finds Cerulli
Vanguard, Wellington Management Partner on ETFs
Each ETF can serve as a key component in a diversified U.S. equity portfolio and are complementary to one another
Thrivent Converts Mid Cap, Small Cap Value Funds to ETFs
The investment objectives of both funds are to seek long-term capital growth
Manulife John Hancock, Lincoln, Prudential Hire Chief Leaders
Plus, news from Morningstar, HSA Bank, Merit, and Osaic
CFP Board Predicts Future AI Financial Landscapes
The CFP Board's AI Working Group also included several key areas for groups wanting to utilize the tech