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.
Creative Planning Buys $1B Monterey Private Wealth
As part of the acquisition, Monterey Private Wealth will continue to operate out of its office in California
Financial Finesse Designates President
Todd Lacey will serve his role as the industry sees rising demand for financial wellness solutions
State Street Launches Target-Date Platform for DC Investors
The platform will provide exposure to public markets through index strategies managed by SSGA
Schwab Expands Retail Alternative Investment Platform
Survey by the firm shows high net worth clients expect to hold at least 5% of portfolio in alternative investments
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