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.
Commonwealth Financial Acquires Sentinel Advisory Group
The $300M firm provides “hands-on” support through retirement for clients
Pacific Life and Franklin Templeton Partner on Guaranteed Income
The new option will be structured within collective investment trusts
ERISA Attorneys Outline Next Steps, Actions Item After DOL Fiduciary Rule Stays
ERISA attorneys give their predictions for DOL next steps and action items for industry professionals and plan sponsors
Corporate Roundup: MissionSquare Names CEO, Sequoia Financial Acquires Wealth Manager
The latest industry news from MissionSquare Retirement, Sequoia Financial, Prime Capital, and eMoney Advisor
TIAA Presents ‘Bill of Rights’ Aimed at Retirement Security
The initiative shares the responsibility between participants, employers, retirement plan advisors, and policymakers in creating a secure retirement
Extreme Weather May Dampen Retirement, Say Americans
Respondents to an Allianz Life report say they're increasingly worried over the impacts natural disasters could have on retirement savings
Consumers Demand Changes in Social Security
Sixty-nine percent of respondents to a new Nationwide survey say their vote in November will depend on a candidate's stance on Social Security
ARS Names CEO
New CEO Dave Paulsen will drive growth in the firm's Lifetime Income Builder series
Retirement Planning and Personal Finance Still Top Stressors for Americans
Nearly half of workers are particularly stressed about not having enough income in retirement, reports Guardian
Gen Z Leans on AI for Personal Finance
While Gen Z credits the technology for its help towards personal finances, many still note a disconnect in emotional support when planning finances