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.
Social Security Issues: Flurry of Changes Sparks Confusion
A slide-show look at several recent matters related to customer service, eliminating fraud and updates on leadership and the 2026 COLA
Corporate Roundup: Lincoln and Bain Capital Partnership, Waverly Advisors Acquires Fiduciary Wealth
The latest news from Lincoln Financial, Bain Capital, Waverly Advisors, Fiduciary Wealth, CFP Board, and more
Senate Confirms Atkins as SEC Commissioner
As SEC commissioner, Atkins is expected to cut down on strict regulation for cryptocurrencies
Envestnet Reveals Partnership with BlackRock, SSGA
The fintech platform announced the partnership at its Elevate conference in Las Vegas
IRALOGIX Releases Retirement Readiness Index
Americans averaged a "Moderate Risk" score on their retirement readiness, the firm reported Tuesday
Controversial Retirement Bill Reaches Congress Again
While supporters believe the RSAA could provide retirement savings for uncovered workers, opponents worry over its potential impact to the private 401(k) market, worker's savings, and Social Security insolvency
HSA Assets Jumps to $147B for Year-End 2024
The increase is due to positive market returns and growing interest over the benefit, Devenir reports
RIA M&A Sees Record-Breaking Activity in Q1 2025
The high comes off a record 2024 with 272 transactions, reports DeVoe & Company
Cetera Launches Emergency Planning Guide for Financial Professionals
The set of resources helps advisors support clients impacted by natural disasters and emergencies
Cetera and Wealth.com to Offer Estate Planning Tech
The partnership comes at a time when more advisors look for services to help support them and clients during the Great Wealth Transfer