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.
Racial Gaps Persist in Retirement Savings
Research from Dayforce shows significant disparities in retirement planning across race and gender
Model Portfolios Crucial for Advisor Success
Demand for model portfolio services comes as more training programs reinforce the idea of outsourcing portfolio construction, finds Cerulli
Vanguard, Wellington Management Partner on ETFs
Each ETF can serve as a key component in a diversified U.S. equity portfolio and are complementary to one another
Thrivent Converts Mid Cap, Small Cap Value Funds to ETFs
The investment objectives of both funds are to seek long-term capital growth
Manulife John Hancock, Lincoln, Prudential Hire Chief Leaders
Plus, news from Morningstar, HSA Bank, Merit, and Osaic
CFP Board Predicts Future AI Financial Landscapes
The CFP Board's AI Working Group also included several key areas for groups wanting to utilize the tech
Health Insurance Costs Anticipated to Surpass $18K in 2026
Plan sponsors are prioritizing measuring their health plan’s value to participants, Mercer finds
AI Drives Customer Satisfaction with Digital Experiences
J.D. Power unveils the top firms in website and app design for 2025
Financial Planners, Clients Remain Disconnected on Retirement Risks
The findings from Alliance for Lifetime Income by LIMRA show broad inconsistencies among advisors and clients
Retirement, Emergency Savings Among Women’s Leading Financial Priorities
Transamerica report highlights the leading concerns for women's retirement and financial security