Amanda Umpierrez is the Managing Editor at CFP Board. She covers a range of topics within finance, including personal finance, investment, and financial technology, with a particular focus on social security, markets, and business leaders. Amanda's work has been featured in 401(k) Specialist Magazine.
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Amanda Umpierrez's coverage predominantly centers around personal finance, with a particular focus on retirement planning, investment firms, and financial advisors. Her articles frequently cite data and government announcements related to legal policy regulation in the field of personal finance.
Given this focus, Amanda may be particularly receptive to pitches featuring insights from experts in the field of retirement planning or financial advisors who can provide valuable commentary on industry trends, regulatory changes affecting retirement income or investment firms.
As her geographic focus is not specified but given the nature of the topics covered, sources providing insights into global trends or those with expertise specific to regions where notable developments are occurring could be relevant for potential outreach.
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By: Amanda Umpierrez
Acquisition opportunities among RIAs remain bountiful as more financial advisors retire within the next decade, finds Cerulli Associates.
By: Amanda Umpierrez
This week, 401GO appoints a chief growth officer, the Plan Sponsor Council of America releases a retirement income education program, Equitable names a new member to its board of directors, and more.
T. Rowe Price is launching its new feature "The Angle," an investment-themed podcast focused on topics shaping financial markets.
Wealth Enhancement announced two new acquisitions in Maine and Oregon expected to add millions of assets to its practice.
By: Amanda Umpierrez
President Donald Trump has appointed Mark Uyeda and Vincent Micone as acting chairs for the SEC and DOL
By: Amanda Umpierrez
The podcast is the second one to be launched by the investment manager
By: Amanda Umpierrez
Still, respondents to the Morgan Stanley survey continue to voice concerns over inflation and market volatility.
President Donald Trump has appointed Mark Uyeda and Vincent Micone as acting chairs for the SEC and DOL
Envestnet on Tuesday announced its appointment of Chris Todd as chief executive officer of the $6.5 trillion dollar firm.
Healthcare costs in retirement are severely underestimated, argues a new report by Jackson that analyzes risk in retirement.
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