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.
Enhanced Advisor Engagement Leads to Happier Employers
Employers report being "highly satisfied" with their advisor partners, as more push to work with professionals past the 401(k) plan
SigFig Incorporates AI to Advisor Platform
AI Wealth Management with SigFig Engage empowers advisors with smart tips, automation, and tools to enhance client engagement.
Vanguard to Introduce Additional Municipal ETFs
Vanguard announced its expansion into municipal exchange-traded funds (ETFs) with the introduction of its Vanguard Core Tax-Exempt Bond…
The Fastest-Growing Retirement Industry Firms
A look at the top retirement industry groups who made Inc. 5000's fastest-growing list
Corporate Roundup: Capitalize Secures $19M, Empower, Miami Dolphins Partnership
The latest news from Capitalize, Empower, ShareBuilder 401k and The Standard
Middle-Market Americans Confident Over Financial Health
While generally optimistic about their finances, some continue to worry about the state of their retirement, finds TruStage
RIA M&A Activity Holds Steady in Q2
M&A activity stayed steady for a total of 61 transactions in Q2 2024, reports DeVoe & Company
Enhanced Tech Training and Support Essential for Advisors
A new report by Cerulli advocates for improved technological training for financial advisors
Vestwell Adds Its Spin on Rainy Day Savings
The Weather Boosters feature lets savers automatically contribute to their savings account during rainfall
CITs Finally Surpass Mutual Funds as Most Popular Target-Date Vehicle
After years of speculation, CITs "inched past" mutual funds to become the top target-date vehicle this year, reports Morningstar