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.
Morgan Stanley Acquires EquityZen, Industry Veterans Unveil HSA Gamified Loyalty Program
Plus, news from Strongpoint Partners, Osaic, Prospera, and AssetMark
Small Business Owners Rely on Financial Guidance
Eight in 10 find the advice they receive from a financial professional worth it, reports Equitable and the SCORE Association
Lawmakers Press DOL, SEC on Crypto Exposure in 401(k)s
Sens. Warren and Sanders called on the federal agencies to answer questions assessing risks of private market investments in retirement plans
Absence of Financial Education in Schools Hurts Retirement Savings
The lack of financial education has prevented savers from learning basic financial habits, including budgeting, retirement saving, and investing
Workers Set Sights on 2026 Financial Resolutions
Most respondents to a Vanguard study reported feeling confident about their financial targets for the new year
New Bill Targets Social Security COLA Formula
The “Boosting Benefits and COLAs for Seniors Act” would allow SSA to consider adjusting formula if it would increase benefits for seniors
Workers, Plan Sponsors Split on Market Outlook and Retirement Income
While both groups see a need for financial education, plan sponsors still lag in offering it
Equitable Acquires Stifel Independent Advisors
Stifel’s independent advisors will transition to Equitable Advisors
Global Workers Confident but Unprepared for Retirement
Prudential’s 2025 Global Retirement Pulse Survey fielded responses on retirement from workers in the U.S., Brazil, Mexico, and Japan
Advisor CRM Unveils AI-Native Platform
The organization touts the platform as an advisor’s personal digital assistant