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.
Bluespring Expands Footprint with $364M Dallas-Based Acquisition
Halcyon will be merged into one of Bluespring’s existing firms
New England State Rises to Top in 2025 Best States for Retirement List
Meanwhile, southern states saw the lowest ranks among retirees
Osaic Teams Up with PATH; Jackson Debuts Digital Platform
The latest news from Osaic, Jackson, Summit Financial, the CFP Board, and more
House Renews Bill Expanding Retirement Coverage for Young Workers
House lawmakers reinstated a bill that would expand accessibility to employer-sponsored retirement plans for employees as young as 18-years-old
Investors Turning to Alts as Confidence in Stock Market Declines
Still, Americans reports continued concerns with alternatives like limited knowledge and potential risk, Alto finds
Managed Account Usage Shows Positive Impact on Retirement Savings
Participants who were on and off track for retirement both reported beneficial effects to their savings after enrolling in managed accounts
Candidly Unveils Multi-Agent AI Platform
The feature, Cait, amplifies the interconnected nature of financial planning, including topics centering on student loan debt and college planning
Americans Fear ‘Gray Divorce’ Could Overturn Retirement Plans
Fifty-six percent of respondents to Allianz Life survey say a divorce would disrupt retirement savings
Industry Voices Raise Alarms Over EBSA Practices in Latest Hearing
Leaders criticized EBSA on issues of transparency and common interest agreements while also highlighting the need for new legislation
Consumer Sentiment Drops As Market Confidence Soars
Morgan Stanley report finds investors feel bullish over market, but Equitable findings report fears over potential declines