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.
SEC Cracks Down on Custody Rules Including Crypto
The Securities and Exchange Commission is proposing stricter custody rules on alternative investments, including cryptocurrency
Global Pension Assets Record Biggest Fall Since 2008
Research from WTW and the Thinking Ahead Institute found global pension assets fell 16.7% in 2022
NAGDCA Creates ‘SECURE 2.0 Summary’ for Governmental DC Plans
The association provides an in-depth view of the 38 provisions in SECURE 2.0 that impact government-sponsored plans
CITs Dominate Mutual Funds on Target Date Assets for 2022
Recent findings by Sway Research expects CIT TDFs to overtake mutual fund TDFs by the end of the year
Industry Leaders Denounce SEC Swing Pricing Proposal
ERIC, SPARK Institute, ICI and IRI have all issued statements against the SEC proposed mandate for open-end funds
U.S. Economy Heading Towards Recession: Natixis
New research from Natixis Investment Managers finds the U.S. is either moving into a recession, or may already be in one
Transamerica Appoints President to Financial Advisory Business
Steve Chipman brings more than 25 years of advisory experience to his new role as president at Transamerica Financial Advisors
Fidelity and Putnam Embrace ESG
The major asset managers both announced on Friday that it would offer ESG funds to its retirement savers
Market Fears Can Spur Investor-Advisor Relationships
With many fearing an incoming recession, investors and advisors can utilize this time to prepare a plan for short- and long-term savings needs
More Women Concerned on Ability to Retire than Men
A Mercer study finds the ability to retire is the second-highest concern from women, compared to placing fifth for men