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.
J.P. Morgan Launches Fixed Income Experience
The new features include a yield comparison table and customizable screeners
Vanguard Reveals Advisory Changes to International Value Fund
Lazard Asset Management LLC was removed as an advisor on the fund and has been replaced by a new advisor for Vanguard
Corporate Roundup: JULY Acquires EIP, Nationwide Unveils Digital Experience
The latest news from JULY, Nationwide, FIDx, SS&C, Lincoln Financial, and more
Senate Democrats Urge DOL to Reinstate Crypto Guidance
The letter comes just weeks after EBSA rescinded a 2022 compliance release
As Women Inherit Wealth, Advisors Must Rethink Their Approach
Firms should reexamine their approach to engaging clients, says Capital Group
From Boomers to Gen Z: How Each Generation Processes Retirement
Transamerica’s latest report examines retirement outlooks for each age cohort
Americans Back AI Technology
While almost all respondents to a TD Bank study are comfortable with the technology, nearly half are skeptical to apply it to retirement planning
Voya Partners with Savi to Offer Suite of Student Loan Debt Solutions
The latest features include loan forgiveness-eligibility detection, an AI-powered chatbox, live educational workshops, and more
Americans Plan to Lean on Medicare to Afford LTC Costs
Yet, potential cuts to the agency could impact long-term care expenses in the future, Nationwide warns
Viserly Marks Its Official Debut
The platform connects advisors and recordkeepers to fully engage retirement plan participants