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.
Barbara Delaney Moves on From HUB
Delaney is leaving HUB to focus on healthcare plan fiduciary issues under the CAA
J.P. Morgan Asset Management Unveils New Active ETF
The fund invests in a diverse range of income-producing securities, including direct equity holdings and fixed income ETFs
Morningstar Launches PitchBook Buyout Replication Index
The index tracks publicly traded small- and mid-cap stocks
Corporate Roundup: ALI Creates Retirement Assistant, Creative Planning Buys Maxwell Wealth Strategies
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more
Vestwell Collaborates with Vermont’s 529 Education Savings Program
The partnership represents Vestwell’s third with the state of Vermont
Gen Z and Millennials Struggle Most with Financial Confidence
Gen Zers were the least financially confident group, finds Thrivent
Alera Group Grows Wealth Management and Retirement Solutions Division
The expansion comes as the firm looks to also grow its collaborative initiatives
More Women Take the Lead in Household Financial Decisions
Women respondents to a CFP Board survey were likelier to be concerned about the ability to afford a comfortable retirement and provide caregiving support
This U.S. Region Tops the Charts for Retirement Savings
A study by Nationwide analyzes the impact high-cost cities have on retirement savings
Strongpoint Expands to West Coast With AUI Partnership
The move will grow Strongpoint's actuarial team to over 25 professionals