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.
Advisors Look to AI for Client Outreach
Morningstar’s latest report also highlights private market investments and evolving client demands as key takeaways for advisors
Financial Wellness, Technology to Shape Workplace Innovation
Other key points include understanding how guaranteed income could influence retirement planning decisions and prioritizing mental and emotional aspects of job functions
EBSA Recuperates $1.4B to Employee Benefit Plans, Participants, and Beneficiaries
Most of the recuperations came from enforcement actions and informal complaint resolutions
T. Rowe Price Launches New ETF
The T. Rowe Price Innovation Leaders ETF began trading Jan. 29 on the NASDAQ exchange
Commonwealth Affiliate Moves to Cetera
Jamie Hatfield and his team are set to join Cetera’s Summit Financial Networks community
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Plus, news from Corebridge Financial, Ritholtz, InspereX, and more
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