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.
Financial Confidence Dips Among Middle-Income Participants
While respondents describe financial professionals as their most trusted source, many choose to rely on loved ones and online sources instead
Millennials Torn Between Homeownership and Saving for Retirement
Millennials see housing costs as a deterrent to retirement savings, reports Nationwide
AllianceBernstein Releases Lifetime Income Portfolio
The fixed annuity guarantee is issued by an insurance company subsidiary of Corebridge Financial
Hightower Launches Direct-to-Consumer Practice
Frontier Investment Management is the first RIA to join the brand
Aboon Secures $17.5M Funding Round, EFE’s Shah Steps Down
Plus the latest news from ICI, Daybright Financial, Nationwide, Sharebuilder 401k, and more
HSA Assets Reach $146 Billion
The growth in assets comes as Morningstar releases its top HSA provider assessments
Toland Launches ‘Hub’ to Search Annuity Options
The subscription service allows fiduciaries to search over 30 lifetime income products
Morgan Stanley Opens Crypto Investing to All Wealth Clients
The investment firm previously only offered crypto investing to clients in taxable brokerage accounts with aggressive risk tolerances and who held over $1.5 million in assets
New Bill Would Codify Trump Alts in 401(k)s EO
The Retirement Investment Choice Act would turn Trump's August executive order into law
SageView President to Lead Retirement Solutions at Creative Planning
The appointment follows Creative Planning’s Oct. 9 acquisition announcement of SageView