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.
Millennial Women Feeling Financial Toll of Caregiving
Over half of Millennial women who are caregivers have experienced a career or income disruption
SEI Access Unveils Alternative Investments Marketplace
The marketplace will offer advisors wider access to alternative investment products across asset classes and fund managers
Zeplyn Ushers in AI Workflow Capability
The tool will be available to wealth management firms wanting to streamline administrative tasks
Endeavor Retirement Names Advisor Success Head, The Standard Tops $2B in PEPs
The latest news from Endeavor Retirement, The Standard, Hub International, and more
Women Struggle with Financial Confidence Despite Incoming Wealth Surge
However, more women are opening up conversations around finances with close ones
What Experts are Saying About the State of Social Security
Panelists at the Horizons 2025 conference comment on staff reductions at the Social Security Administration and its impact to beneficiaries
The American College Launches Accredited Chat Function
The American College of Financial Services is also releasing a consumer-focused platform aimed at new investors, the institution announced at its Horizons 2025 conference
Prime Capital Financial Acquires SineCera Capital
SineCera Capital will turn into Prime Capital Family Office, focused on servicing utra-high-net-worth clients
Prudential Expands Workday Partnership
The insurance provider will join the platform's Workday Wellness
Betterment Buys Ellevest’s Robo-Advice Side
Under terms of the agreement, Ellevest will transfer their automated investing accounts to Betterment in or around April