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.
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
DOL Issues Brief Defending Employer Forfeiture Practices
The amicus brief urges the U.S. Court of Appeals for the Ninth Circuit to uphold a decision issued in the case of Hutchins v. HP, Inc.
Retirees Choose Saving, Not Spending, in Retirement
Research from David Blanchett and Michael Finke explains how language and annuities impact retirement spending behavior
Plan Sponsors Shift Priorities to Cybersecurity, AI
Rather than focus on past priorities like lowering plan fees, employers are zeroing in on cybersecurity and AI
SEC Issues Latest Guidance on Crypto ETFs
The disclosure requirements direct issuers to include risks on offered products and use plain language when describing crypto assets