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.
Americans Back AI Technology
While almost all respondents to a TD Bank study are comfortable with the technology, nearly half are skeptical to apply it to retirement planning
Voya Partners with Savi to Offer Suite of Student Loan Debt Solutions
The latest features include loan forgiveness-eligibility detection, an AI-powered chatbox, live educational workshops, and more
Americans Plan to Lean on Medicare to Afford LTC Costs
Yet, potential cuts to the agency could impact long-term care expenses in the future, Nationwide warns
Viserly Marks Its Official Debut
The platform connects advisors and recordkeepers to fully engage retirement plan participants
Vanguard Unveils Fixed Income ETF
The new ETF is designed to add total return potential while generating higher income
Cetera Announces New RIA Platform and Hire
Industry executive will lead the latest platform, which currently oversees $33.5 billion in client assets
Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader
The latest news from the SEC, CAPTRUST, OneAmerica, Transamerica, Equity Trust, and more
Online Financial Advice Could Come with Hidden Costs
A report by the CFP Board finds that online misinformation on finances could cost Americans over $1,000
HSA Account Balances, and Withdrawals, Rise in 2023
Despite the increased rate of withdrawals, end-of-year HSA account balances were higher than beginning-of-year balances in 2023
Millennial Women Invest at Earlier Rates Compared to Prior Generations
Millennial women were likelier to feel higher levels of confidence in their investing strategies, Charles Schwab reports