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.
Waverly Advisors Acquires $3.1B RIA
Plus, news from Mercer, Western & Southern Financial Group, AdvisorCRM, and more
Goldman Sachs Leads $60M Funding Round in Kashable
Sustainable Investing at Goldman Sachs Alternatives is committing up to $50 million in the personal loan platform
Cetera Builds $19B RIA With APP and TRPG Merge
The new company will operate as an employee-advisor community within Cetera’s RIA and Branches channel
Plan Sponsors Want Retirement Income Support in SECURE 3.0
66% of employers in a MetLife report would support a SECURE 3.0 package that includes retirement income legislation
Cognitive Decline an Emerging Danger to Retirement Savings
LIMRA’s report notes that while savings can recover from market downturns, losses due to cognitive decline are often permanent
Mega Employers Uninterested in Alternatives
Callan’s DC Trends Survey fields responses on plan satisfaction and the most popular SECURE 2.0 provisions among 80 mega employers
HSA Assets Reach $174B: Devenir
The increase is likely driven by investment accountholders, which hold 59% of total HSA assets
Milliman Releases Active ETFs to Reduce Healthcare Inflation
The Milliman Healthcare Inflation Guard ETF and the Milliman Healthcare Inflation Plus ETF recently began trading on NYSE Arca
Janus Henderson Launches Structured Income ETFs
The ETFs are intended for investors, advisors, and institutions seeking diversification outside of bonds and traditional equities
Americans Fear Exhausting Savings Before Death
Market volatility and lack of financial planning drive these concerns, finds Allianz Life