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.
Beacon Pointe Acquires Three RIAs
Beacon Pointe now oversees approximately $62 billion in client assets under advisement
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Plus, news from Empower, Waverly Advisors, CAPTRUST, and more
TDF Investing Linked to Upticks in Retirement Confidence
Voya’s new survey shows almost all employed TDF investors believe the fund lessens stress with retirement planning
Savi Acquires Fiducius to Grow Employer Reach
Fiducius provides employee benefits focused on education, including loan contributions, tuition reimbursement, retirement matching, parental college planning, and banking benefits
Offering Student Loan Benefits Could Add $200K to Retirement Savings
More employees look to plan sponsors for help in paying down student loan debt while saving for retirement, reports Fidelity
Women Struggle Saving for Retirement While Handling Finances
Employers can help by providing income-protection benefits, says new research from The Standard
Advisors Look to AI for Client Outreach
Morningstar’s latest report also highlights private market investments and evolving client demands as key takeaways for advisors
Financial Wellness, Technology to Shape Workplace Innovation
Other key points include understanding how guaranteed income could influence retirement planning decisions and prioritizing mental and emotional aspects of job functions
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
Most of the recuperations came from enforcement actions and informal complaint resolutions
T. Rowe Price Launches New ETF
The T. Rowe Price Innovation Leaders ETF began trading Jan. 29 on the NASDAQ exchange