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.
Addition Wealth Unveils AI-Enabled Financial Wellness Solution
The platform includes educational content, interactive courses, and access to financial professionals
Americans Score Low Marks in Retirement Readiness
Over 70% of pre-retirees older than 50 also admit to considering or even delaying their planned retirement date, finds F&G
Strongpoint Welcomes BEI, Cetera Debuts AI Suite
The latest news from Strongpoint, Cetera, Hightower, Creative Planning, and more
Social Media Pivotal to Recruiting Next-Gen Advisors
J.D. Power study underlines firms’ investment in social media, AI, and branding while announcing winners for overall employee satisfaction
Retirement Readiness Holds Steady in Q2
IRALOGIX Retirement Readiness Index score dipped only slightly in Q2 compared to Q1 numbers, in spite of inflation scares
JP Morgan Incorporates Solo Solution to Retirement Platform
The firm’s latest Solo 401(k) option will be a part of its Everyday 401(k) platform
Americans Facing Harsher Financial Conditions Today
FINRA’s newest study shows U.S. adults are struggling to make ends meet today compared to previous years
Sen. Warren Pushes Back on Empower’s Response to Private Market Exposure
The senator called on Empower's Ed Murphy to respond to her initial inquiries questioning the firm's involvement with private equity
Market Volatility, Retirement Planning, Financial Fulfillment Among Top Client Concerns
As a result, advisors are prioritizing guidance and talking through client strategies, reports findings from Edward Jones and Cerulli Associates
Financial Planners, Clients Disconnected on Social Security Claiming
Individuals say they feel optimistic over Social Security planning while planners have felt confusion and skepticism from clients