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.
MissionSquare Launches SDBAs, $3.8B RIA Joins CAPTRUST
Plus, news from Savvy Advisors, Bluespring Wealth Partners, and Vanguard
RIA M&A Activity Spikes in 2025
Continued growth is expected for 2026, says ECHELON in new M&A activity report
Nuveen Acquires Schroders
Schroders will continue to operate as a standalone business for at least 12 months after completion of the transaction
Voters Support Child Savings Accounts
BlackRock research shows support across the aisle for a savings account that would help children save for the future
Emergency Savings Tools Linked to Higher Plan Participation
Yet only 18% of plans offer emergency savings withdrawals, reports T. Rowe Price
Lump Sum Longevity Falls as Lifetime Income Interest Rises
Of those with remaining lump sum money, half say they’re concerned over exhausting the savings, reports MetLife
Generations List Differences in Financial Goals
Professionals in an AICPA study also offer tips for groups focused on distinct financial targets
Merit Establishes Michigan Office with TL Financial Group Acquisition
TL provides comprehensive wealth management services for high-net-worth individuals, pre-retirees, and retirees, with a focus on financial, estate, and tax planning
Beacon Pointe Acquires Three RIAs
Beacon Pointe now oversees approximately $62 billion in client assets under advisement
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Plus, news from Empower, Waverly Advisors, CAPTRUST, and more