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.
This Modern Banking Platform Achieved Top Scores in Overall Satisfaction for DIY Investors
Plus, a traditional firm reclaims the top spot in overall satisfaction among advised investors in JD Power's Investor Satisfaction Study
Texas Judge Signs Order Officially Ending Fiduciary Rule
The decision has prompted life insurance organizations to come out and commend the termination
Growing Number of DC Participants Convert to Wealth Clients
Close to two-thirds of advisors have converted at least 6% of DC participants to wealth relationships
Utilizing Complex Strategies to Solve Retirement Withdrawal Decisions
Report from Morningstar details strategies for retirees to spend more during retirement
EP Wealth Announces Partnership with Thompson Wealth Management
The collaboration is EP Wealth’s third in 2026
Wealthspire Launches Family Office Platform
The platform brings together capabilities from Wealthspire, Fiducient Private Client, and Ground Control
Crypto.com Launches IRAs, Prime Pensions Names CEO
Plus, news from Ameritas, Hightower Advisors, Prime Capital, and Nationwide Retirement Solutions
Wealth Enhancement Acquires $1.2B Advisory Team from TFB Advisors
Following the deal, the acquired group will operate as The Archer Team at Wealth Enhancement
Plan Sponsors Struggle Meeting Healthcare Expectations as Costs Rise
However, artificial intelligence (AI) tools could help mitigate costs, reports Conduent
Financial Advisors Aren’t Worried About AI Impacts to Industry
Rather, advisors are looking forward to the technology helping them redefine their roles, finds Advisor360°