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.
Prime Capital Investment Advisors Unveil Rebrand
The firm announced it will also be retiring some of its sub-brands
Despite Confidence Rise, Participants Battle Retirement Insecurity
New research from BlackRock highlights the confidence gaps retirees and participants continue to face
Even in Retirement, Consumers Worry About Debt, Mortgage
Close to a third of retirees are less secured about their retirement compared to past generations, finds Nationwide
Corporate Roundup: Netchex Launches 401(k) Platform, 401GO Unveils Mobile App
Our weekly corporate roundup features news from Netchex, 401GO, and Marsh McLennan
Gen X to Inherit Major Wealth Transfer Over the Coming Decade
As a result, advisors will need to revisit their retirement planning and wealth strategies with Gen X clients, finds Hearts & Wallets
Advisors Interested But Still Skeptical About Cryptocurrencies
Even though advisors are opening up to pushing cryptocurrencies, just a few have recommended it to clients
Are There ‘Hidden Costs’ in Pension-to-401(k) Shift?
An NCPERS analysis lists pension reforms as a driver of income inequality, but other sources remain skeptical
Chime Buys Employee Rewards Platform Salt Labs
Chime will have immediate access to Salt Labs’ current client relationships as a result of the acquisition
SPARK Institute and Vanguard to Host SECURE 2.0 Workshop
The event will focus on fostering collaborations between 401(k) recordkeepers and payroll providers to enact SECURE 2.0 mandates
Corporate Roundup: Ascensus Names CMO, Savvy Introduces Latest Wealth Managers
Our latest corporate roundup features this week’s top news from Ascensus, Savvy Advisors, Sageview, Transamerica, and more