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.
Envestnet CEO Crager Announces Resignation
Bill Crager will continue working with Envestnet as a senior advisor, while Board Chair James L. Fox will serve as interim CEO
More Older Participants Favor DOL Best Interest Rule
66% of participants say they would not vote for a member of Congress who would try to overturn the department's controversial fiduciary rule
Corporate Roundup: Franklin Templeton and TIFIN Partner, EFE Hires CMO
Franklin Templeton and TIFIN collaborate on a financial wellness platform, Edelman Financial Engines hires a new chief marketing officer, and more
ETFs, Managed Accounts Grew Rapidly in 2023
ETFs hit their highest number in net inflows since December 2021, finds a new study by Cerulli
SoFi Invest Announces 2% Match on IRA Contributions Through Tax Day
The digital personal finance company is doubling their previous 1% match on eligible individual retirement account contributions
Fisher Investments Denies WSJ Report Claiming Sales Talks
The firm released a statement criticizing the WSJ for inaccurately claiming it was in sales talks with Advent International
The Top Retirement Stats for 2024
Among the statistics found by Clever include over half of Americans who are not currently saving for retirement
Nearly Half of Investors Hopeful About 2024 Economy
The study from Allianz Life finds that investor sentiment is low due to market uncertainty and high interest rates
Morningstar Retirement Joins Retirement Advisor Council
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council
TSP Realized Significant Gains in 2023
2023 TSP performances largely outpaced those of 2022, with the highest return finishing at 26.25%