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: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab
The latest industry news from Wealth Enhancement Group, Ascensus, Financial Finesse, and UBS Wealth Management
Walgreens Launches Student Loan 401(k) Match Program
Walgreens is the latest in a list of massive chains now offering student loan matching benefits
Americans List Social Security, Medicare as Priorities for Congress
82% of retirees surveyed in a Transamerica report say they hope Congress and the next president will tackle Social Security's funding shortfalls
U.S. Ranks Highest in Global Financial Assets
The latest Global Wealth Report by Allianz anticipates an increase in U.S. financial assets by over 7% for 2024
Employees Prefer In-Plan Retirement Income Features
The DC survey from Invesco underlines the idea that more participants want to be involved in their retirement investments
LPL CEO Fired Over Workplace Misconduct
The termination follows the recommendation by a special committee of directors, LPL Financial stated
Social Security Insolvency Could Result in $900K Benefits Loss
A whitepaper by HealthView Services looks at how Social Security benefit cuts would impact future retirees
Creative Planning Lands Strategic Investment from TPG Capital
The firm's investment will drive further growth at Creative Planning
Vestmark, BlackRock Partner to Strengthen Custom Model Portfolios
BlackRock will provide standard and custom RIA custom model portfolios through Vestmark platform
Alight Partners With Holistic Wellbeing and Fertility Support Services
The firm is growing its Alight Partner Network with Journey and Carrot Fertility