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.
More Employers Incorporating Health Savings Account Education
Health savings account participation and account balances also grew in 2023, finds research from the PSCA
Principal Introduces International Equity ETF
The launch comes after active ETFs saw strong demand in 2023
New York Life Unveils Latest Financial Wellness Platform
The Balance Wellbeing platform provides one-on-one guidance from New York Life financial professionals
Corporate Roundup: Capitalize Partners with M1 Finance, Creative Planning Acquires Edmonds Duncan
The latest news with Capitalize, Creative Planning, MassMutual, Gallagher, Waverly Advisors, and more
Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles
RIA Consolidation Grew in 2023
Advisors in RIA channels affiliated with a consolidator increased to 14% in 2023, reports Cerulli
ESG Adoption Gradually Increases in 2023
Numbers are still lower compared to 2021's high adoption rate of 49%, finds Callan
Retirement Plan Participants Want More in Digital Experiences
Still, a Corporate Insight report finds that 87% of plan participants are “somewhat satisfied” or “extremely satisfied” with their provider
Principal Taps Next CEO
Deanna Strable previously worked as Principal's COO and CFO
Schwab Asset Management Launches Mortgage-Backed Securities ETF
Schwab says its ETF will provide access to investment-grade mortgage-backed securities issued and/or guaranteed by U.S. government agencies