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.
Billion-Dollar RIAs Drive Expansion with AI
Seventy percent of RIAs in this category utilize the technology for tasks like notetaking and call documentation
The Businesses and Billionaires Promising Trump Account Contributions
Numerous organizations and philanthropists have come out in recent weeks and days with pledges to contribute to the federal retirement savings vehicle
Private Equity Funds Lag Behind in Performance
A report from PESP finds that private equity investments significantly underperformed compared to broad stocks
JPMorganChase Pledges $1K Contribution to Trump Accounts
The firm joins Russell Investments, the ICI, and philantrophists who have committed to matching federal government contributions
New Bill Would Forgive 401(k) Withdrawal Fines for Home Buyers
The bill would eliminate penalties incurred for home buyers who use 401(k) savings to afford a down payment or closing costs
Financial Services CEOs Call for Reduced Tensions in Minneapolis
Over 60 large Minnesota-based firms urge for peace in an open letter following fatal shootings of U.S. civilians by federal agents
This Rocky Mountain State is the Best Place for Retirement
Meanwhile, the East Coast dominates as among the worst places to retire to, annual WalletHub report finds
Employers Prioritize Financial, Retirement Goals as Generations Shift Focus
Plan sponsors are implementing improved packages following demands from Millennial and Gen Z workers, Ascensus reports
Vestmark, T. Rowe Price Roll Out Personalized Model Portfolios for RIAs
The solution integrates Vestmark’s tax management services with T. Rowe Price’s model portfolio design and investment insights
Alto, Passthrough Collaboration Broadens IRA Access to Private Fund Managers
The initial partnership will focus on education, best practices, and strategic collaboration to help fund managers raise capital from IRA investors