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.
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
Jackson Expands RILA Product with JPMorganChase
The partnership comes as Jackson sees increased adoption of RILAs
Corporate Roundup: PGIM Appoints CEO, Pontera, Envestnet Partnership
The latest news from PGIM, Pontera, Envestnet, and more
Cetera Financial Group CEO to Retire at Year-End 2024
Cetera Holdings CEO Mike Durbin will step in to lead both brands
Workers Feel Financially ‘Distressed’ in Workplace
Employers who incorporate benefits tools can help workers alleviate burnout and severe financial stress, notes Alight research
Corporate Roundup: Waverly Advisors Acquires Mueller, Alera Group, The Standard Hires
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial
Financial Finesse Acquires OfColor
Starting in November, Financial Finesse will expand OfColor content to over 20,000 firms
A Nightmare on 401(k) Street: The Spookiest Retirement Facts
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats
Americans Short of Plans for Retirement Income
Allianz Life found that 45% of participants worry about how to best take distributions
Gen X Anticipates Needing Same Income or More for Retirement
However, the study by Northwestern Mutual finds that half of members in the Sandwich generation have 3x the savings they'll need