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.
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
WTW Brings in Leaders to Health and Wealth Team
WTW announced new appointments to its global retirement leadership, among other roles
Corporate Roundup: Employee Fiduciary Names President, CFP Board Taps Corporate Group Executive
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas
The Potential Impact of Trump’s Tariffs on Retirement Accounts
Experts touch on what younger investors and near retirees should be doing to protect their retirement savings today from tariffs