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.
Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more
Vestwell Collaborates with Vermont’s 529 Education Savings Program
The partnership represents Vestwell’s third with the state of Vermont
Gen Z and Millennials Struggle Most with Financial Confidence
Gen Zers were the least financially confident group, finds Thrivent
Alera Group Grows Wealth Management and Retirement Solutions Division
The expansion comes as the firm looks to also grow its collaborative initiatives
More Women Take the Lead in Household Financial Decisions
Women respondents to a CFP Board survey were likelier to be concerned about the ability to afford a comfortable retirement and provide caregiving support
This U.S. Region Tops the Charts for Retirement Savings
A study by Nationwide analyzes the impact high-cost cities have on retirement savings
Strongpoint Expands to West Coast With AUI Partnership
The move will grow Strongpoint's actuarial team to over 25 professionals
Vanguard Launches ETFs for Short-Term Liquidity Needs
Both ETFs will be managed by the Vanguard Fixed Income Group
Love on a Budget: Consumers Emphasize Savings this Valentine’s Day
Thirty percent of respondents would rather have their partner save money instead of buying a gift, found a survey from Trustpilot
Corporate Roundup: GWN Welcomes CEO, Morningstar Partners with SS&C Technologies
The latest news from Global Wealth Management, Morningstar, SS&C Technologies, Wilmington Trust, and more