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.
Alternative Investments See $1.3T Growth Potential
While the investments have a significant growth potential among retail investors, its accessibility comes with challenges, Lansons reports
Schwab Launches RIA Program for Independent Advisors
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform
Americans Fall Short on Savings Needed for Retirement
Retirees are also underestimating the amount needed for healthcare services, reports Schroders' annual retirement survey
Public Sector Workers Feel Greater Student Loan Strain
This is despite public sector employees having access to student loan forgiveness plans
Participants Press for Lifetime Income Options in Retirement Plans
Almost all 401(k) participants in new data from Nuveen and TIAA want their employer to offer guaranteed income options in retirement plans
The Standard Builds On Annuity Solution With Additional Features
The Standard recently added new features to its flagship Fixed Index Annuity product, the Enhanced Choice Index Plus. The…
Fireflies Launches AI Meeting Assistant for Advisors
The solution aims to cut down post-meeting administrative tasks
Corporate Roundup: LPL Financial Sees Greener Grass with Anna Kendrick in Ad Campaign
LPL Financial partners with Anna Kendrick on multimedia campaign, Savi launched AI-powered solution, and more
Sen. Cassidy Introduces Legislation Supporting ESOPs
The two bills would incorporate two additional members to the ERISA Advisory Council and omit ESOP contributions to annual 401(k) limits
Americans Oblivious to 529 Plan Benefits
Over half of Americans are unaware of what a 529 plan is, Edwards Jones finds