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.
SEC Backs New FINRA $300 Limit on Gifts
The approval was filed by the SEC on Wednesday in the Federal Register
DC Plans Trend to Passive TDFs as More Terminate Managed Accounts
NEPC’s DC Plan Trends Study highlights participant behavior in recent years
Workers Using Side Hustles to Redefine Retirement
Individuals are working extra gigs to subsidize income, yet some continue to tap into retirement funds
Mission Wealth Integrates with RightPath
RightPath says the integration aligns its personalized retirement planning expertise with Mission Wealth's national advisory services.
StraightLine Partners with Financial Wellness Labs on Retirement Readiness
StraightLine expects the model to be particularly effective in nonprofit, academic, and healthcare sectors
Gen Z Prioritizes Financial Stability—From Romantic Decisions to ‘401(k) Mullets’
The youngest working cohort is defining what financial responsibility looks like to them, from personal relationships to style choices
MissionSquare Launches SDBAs, $3.8B RIA Joins CAPTRUST
Plus, news from Savvy Advisors, Bluespring Wealth Partners, and Vanguard
RIA M&A Activity Spikes in 2025
Continued growth is expected for 2026, says ECHELON in new M&A activity report
Nuveen Acquires Schroders
Schroders will continue to operate as a standalone business for at least 12 months after completion of the transaction
Voters Support Child Savings Accounts
BlackRock research shows support across the aisle for a savings account that would help children save for the future