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.
Industry Groups React to ‘One Big Beautiful Bill’ Advancing
President Trump is expected to sign the bill into law ahead of his July 4 deadline
Gen Z Investors Thrive in Saving for Retirement
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations, reports Betterment's latest retail investor survey
Cetera Unveils Alternative Investments Allocation Models
The initial set includes six alternative funds with exposure to private equity, private credit, and private real estate investments
Pontera Brings in Lisa Gomez as Strategic Advisor
Former EBSA head will work alongside the DC industry on key policy issues
Gen X Stands as Greatest Wealth Window for Advisors
Cerulli research highlights the Sandwich Generation as the largest growth area for advisory, investment, and retirement industries
State Street Sheds ‘Global Advisors’ in Rebrand
The firm announced a change to its name and visual identity
401GO Taps Chief Experience Officer
The new CXO believes her experience as a small business owner provides a unique perspective on the needs of this market segment
Corebridge Partners with Venerable on Variable Annuity Transaction
The transaction is valued at $2.8 billion
Corporate Roundup: Equitable Names CMO, MissionSquare Appoints Strategic Programs Head
The latest news from Equitable, MissionSquare Retirement, Securian Financial, The Standard, and more
Envestnet Sells Yodlee to Private Equity Buyer
The move is the largest made by Envestnet since it was acquired by Bain Capital