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.
Retirement Readiness Holds Steady in Q2
IRALOGIX Retirement Readiness Index score dipped only slightly in Q2 compared to Q1 numbers, in spite of inflation scares
JP Morgan Incorporates Solo Solution to Retirement Platform
The firm’s latest Solo 401(k) option will be a part of its Everyday 401(k) platform
Americans Facing Harsher Financial Conditions Today
FINRA’s newest study shows U.S. adults are struggling to make ends meet today compared to previous years
Sen. Warren Pushes Back on Empower’s Response to Private Market Exposure
The senator called on Empower's Ed Murphy to respond to her initial inquiries questioning the firm's involvement with private equity
Market Volatility, Retirement Planning, Financial Fulfillment Among Top Client Concerns
As a result, advisors are prioritizing guidance and talking through client strategies, reports findings from Edward Jones and Cerulli Associates
Financial Planners, Clients Disconnected on Social Security Claiming
Individuals say they feel optimistic over Social Security planning while planners have felt confusion and skepticism from clients
Vanguard Unveils Government Bond-Focused ETFs
The ETF seeks to outperform the broad Treasury market while maintaining the diversification benefits that Treasuries offer
Merit Financial Advisors Announces Minority Investment Partner
The new investment is said to help the firm scale its advisor platform and expand national reach
Corporate Roundup: Pontera, Snowden Lane Partnership; Modern Wealth Acquires KCM
The latest news from Pontera, Snowden Lane, Modern Wealth, Broadridge, and more
More Americans Expect to Leave Inheritance, Fewer Anticipate Getting One
Despite only 20% expecting to receive an inheritance, 57% of those who do say it is "highly critical" for their financial stability