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.
Multiple Job Transitions Could Result in $300K Retirement Savings Loss
Forty-four percent of workers in a Vanguard dataset either increased or maintained their savings rate when switching employers
Cetera Acquires $4B RIA
Cetera will welcome 350 financial professionals as part of the acquisition
RIAs Express Greater Market Concerns in Second Half of 2024
The unpredictability could be tied to November's general election along with recent Federal Reserve rate cuts, finds Security Benefit
Investors and Financial Planners Disconnected on Retirement Income, Social Security
The study by Alliance for Lifetime Income shows a gap in how advisors and clients are talking about retirement planning
Mercer Advisors Builds Presence in North Carolina and Philly With New Deals
The Denver-based wealth manager announced the acquisitions of two multi-million dollar RIAs this week
Waverly Advisors Buys CenterPoint Wealth Management
The acquisition marks Waverly's 16th transaction since 2021
Corporate Roundup: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab
The latest industry news from Wealth Enhancement Group, Ascensus, Financial Finesse, and UBS Wealth Management
Walgreens Launches Student Loan 401(k) Match Program
Walgreens is the latest in a list of massive chains now offering student loan matching benefits
Americans List Social Security, Medicare as Priorities for Congress
82% of retirees surveyed in a Transamerica report say they hope Congress and the next president will tackle Social Security's funding shortfalls
U.S. Ranks Highest in Global Financial Assets
The latest Global Wealth Report by Allianz anticipates an increase in U.S. financial assets by over 7% for 2024