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.
Corporate Roundup: Corebridge Launches Annuity Feature, PGIM Brings in Leader
The latest news from Corebridge, PGIM, Alerus, Financial Finesse, and more
It’s Official: 2025 Social Security COLA Set at 2.5%
Retirement benefits will increase by nearly $50 per month beginning in 2025
Fidelity Data Breach Impacts 77,000 Clients
The firm is offering credit monitoring and identity restoration services to clients for 24 months
DC Participants Interested, But Skeptical, in Alternative Investments
Over half of respondents to a Schroders survey say they would allocate less than 10% of retirement assets to alternatives
Multiple Job Transitions Could Result in $300K Retirement Savings Loss
Forty-four percent of workers in a Vanguard dataset either increased or maintained their savings rate when switching employers
Cetera Acquires $4B RIA
Cetera will welcome 350 financial professionals as part of the acquisition
RIAs Express Greater Market Concerns in Second Half of 2024
The unpredictability could be tied to November's general election along with recent Federal Reserve rate cuts, finds Security Benefit
Investors and Financial Planners Disconnected on Retirement Income, Social Security
The study by Alliance for Lifetime Income shows a gap in how advisors and clients are talking about retirement planning
Mercer Advisors Builds Presence in North Carolina and Philly With New Deals
The Denver-based wealth manager announced the acquisitions of two multi-million dollar RIAs this week
Waverly Advisors Buys CenterPoint Wealth Management
The acquisition marks Waverly's 16th transaction since 2021