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.
Managed Account Consolidation Slowly Growing
Still, adoption among advisors is growing in small doses, finds Cerulli
Employees Amplify Concerns Over Financial Emergency Impacts
A quarter of participants surveyed are also borrowing from their retirement accounts, finds research from OneDigital
Understanding the Retirement ‘Crisis’
A new report by PGIM analyzes whether the U.S. is undergoing a retirement crisis, and how investors are responding
Gen Zers are ‘Loud Budgeting’ to hit Savings Goals
Over one-third of Gen Zers are comfortable vocalizing their savings goals with loved ones, finds Bank of America
Voya Celebrates 10 Years with myOrangeMoney
The firm’s myOrangeMoney experience offers retirement income strategies to help users reach savings goals
Corporate Roundup: PCS Retirement Adds Leaders to Bolster Cybersecurity, Cetera Welcomes Advisors
Our corporate roundup features the latest news from PCS Retirement, Cetera, and T. Rowe Price
Pensionmark Rebrands to World Investment Advisors
While the firm will change its name to better align with World, the company's internal operations will remain unaffected
RIAs Anticipate Heightened Volatility as Election Nears
Eighty percent of registered investment advisors report client concerns over the political environment, finds Security Benefit
Prime Capital Investment Advisors Unveil Rebrand
The firm announced it will also be retiring some of its sub-brands
Despite Confidence Rise, Participants Battle Retirement Insecurity
New research from BlackRock highlights the confidence gaps retirees and participants continue to face