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.
RIA Consolidation, Advisor Retirement Fuels M&A Activity
The M&A market is expected to hit $4 trillion over the next 10 years, as droves of advisors retire and firms look to advance scale
Experts Forecast Social Security COLA Jumps of 3.8% and 4.7%
Social Security COLA estimates leap as BLS data reports the highest level of inflation in three years
Advisors Earn the Most in this Pacific Northwest State
SmartAsset analyzed research from the BLS to establish which states led in advisor growth between 2024 and 2025
Retirees Hesitate in Spending Retirement Savings
Only 28% of individuals in Corebridge research report feeling comfortable with the idea of savings depletion throughout retirement
New Clearing House Simplifies Reporting for Lost Funds
SURCH is a service provided to retirement plans and recordkeepers to facilitate reporting of uncashed distribution checks owed to participants in retirement plans
Prudential Unveils ‘Elevate’ Product Suite for IMOs
The IMO channel is said to represent a growing segment of the individual retirement marketplace
Vanguard Grows High-Yield Offering with Corporate Bond Index ETF
Joshua Barrickman and Manuel Hayes serve as the portfolio managers responsible for day to day management of the fund
Morgan Stanley Enables Crypto-to-ETF Conversions for Wealth Clients
Among the products that clients can trade a digital asset for is the recently launched Morgan Stanley Bitcoin Trust
Advisor360° Welcomes CEO, Nestimate Hires Former Allianz Exec
Plus, additional news from MAI Capital Management, Empower, State Street, Ameriprise Financial, and more
Social Security Administration Faces Turmoil After 8,000+ Staff Cuts and Reporting Changes
Center on Budget and Policy Priorities issued recommendations to improve agency, including hiring “significantly” more workers