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.
How Advisors Can Prepare for the $124T Wealth Transfer
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to build on their practice
Trump Nominates Crypto Backer Paul Atkins to Lead SEC
Atkins has a track record of crypto-friendly moves, including serving as co-chairman of crypto advocacy group Digital Chamber's Token Alliance
Employees Face Financial Anxiety in the Workplace
Gen Zers reported having the highest level of financial anxiety at work, reports Betterment at Work
Gen X Planning to Retire Later Due to Caregiving and Inflation
Almost half (44%) expect to retire at age 66 or older, according to a new report by Nationwide
Following the Pandemic, Retirees Continue to Face Retirement Insecurity
Retirees are still recovering their savings from the COVID-19 pandemic in 2020, finds TCRS
Americans Look to Settle Debt to Make Room for Retirement Savings
However, close to half say non-housing debt are keeping them from saving more for retirement
BlackRock, State Street, Vanguard Face ESG Lawsuit by 11 States
The suit claims that the asset managers limited competition by taking “substantial” stockholdings in U.S. coal producers
IRALOGIX Names COO
Tom Albergo will assume his new position on December 2
Americans Likelier to Discuss Finances with Family in 2024
Four-out-of-five respondents in a Fidelity study believe it’s important to speak with the young people in their lives about finances
SEC Collects $8.2B in Financial Remedies for FY 2024
Still, enforcement activity has decreased compared to fiscal year 2023, the SEC reports