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.
Wealthy Millennials Shifting Away from Financial Advisors
Higher percentages of affluent Millennials expect to change firms within the next year, finds a new report by J.D. Power
Empower Introduces Newest Suite of Retirement Income Partnerships
The firm's latest offerings include collaborations on guaranteed lifetime income products with Income America, Blueprint Income, and more
More Families Discussing Wealth Transfers
Advisors say a higher number of their wealth clients are having conversations about finances, reports Edward Jones
NIRS Finds High Turnover in Workforces Shifting from DB to DC Plans
A report by the non-profit shows that a Rhode Island public plan had higher employee attrition when it moved from a pension plan to a hybrid DC model
Investors Foresee Financial Impacts After 2024 Election
Almost all advisors in a CFP Board survey say the election cycle will have some sort of impact on investors' finances
Redefining 401(k) Data Collection for Racial and Gender Groups
Research released today by the Collaborative for Equitable Retirement Savings hopes to change how data is gathered to mitigate racial and gender disparities
Women Experience Disconnect with Financial Advisors
As women grapple with financial stress, almost half believe their advisors aren't listening to them, reports Nationwide
Employees Are Feeling Bleak at Work
Workers report feeling unhappier at work due to burnout, stress, and economic uncertainty, reports new data from MetLife
Most Americans Seek Best Interest in Retirement Advice
Nearly all respondents surveyed in a CFP Board study believe that financial professionals should serve in the best interest of clients, even when making one-time recommendations and other one-time advice
Corporate Roundup: MFS Appoints CIO, Savvy Expands Wealth Management Team
MFS welcomes new CIO, Savvy brings in three advisors to its wealth management business, and more