Senior Editor And Washington Bureau Chief
Melanie Waddell is a Senior Editor and Washington Bureau Chief at The Playing Field. She specializes in finance, investment, and personal finance, with a focus on federal legislation, credit health, debt management, and retirement planning. Melanie's work has been featured in CFP Board, NewsBreak, MFWire, BenefitsPRO, PropertyCasualty360.com, and ThinkAdvisor.
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United States (National)
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Melanie Waddell's articles primarily focus on legal and compliance issues in the finance industry, especially related to government announcements and regulatory changes. She consistently covers topics like Department of Labor regulations, SEC rulings, fiduciary rules, retirement planning guidelines, and broader financial industry developments.
Given her focus on these specific areas within the finance sector, she would likely be interested in receiving pitches from experts who can provide detailed insights into upcoming regulatory changes or their potential impacts on the financial industry. Given her coverage attributes leaning heavily toward government announcements and legal policy regulation themes (55%), it's clear that Melanie is most responsive to news related to new laws or proposed regulations affecting the finance industry.
While there is no specified geographic focus for Melanie’s coverage area, it's important for those pitching stories to consider that her primary interest lies in US-based financial policies and regulations.
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The 14-member group will join Merrill's Private Wealth office in Boston.
By: Melanie Waddell
"Clients don't hire advisors to predict elections or guess parliamentary procedure. They hire them to ensure their financial plan succeeds regardless of who wins," the tax expert says.
Papamarkou Wellner Asset Management's client fees didn't match its advisory agreements or disclosure brochures, according to the SEC.
What You Need To Know UBS failed to adequately monitor its customers' foreign currency wire activity for possible suspicious transactions.
Larry Williams, 86, balked and moved money to Merrill Lynch, the Dallas Morning News reports.
The SMART Savings Act would prevent Labor from resurrecting a fiduciary rule.
What You Need To Know The SMART Savings Act would prevent the Labor Department from creating a fiduciary rule for IRAs.
The U.S. Securities and Exchange Commission (SEC) is preparing proposals to modernize recordkeeping rules for broker-dealers and investment advisors, with changes expected in October. The revisions follow SEC Chair Paul Atkins' decision to end the agency's crackdown on off-channel communications, which resulted in over $2.2 billion in fines. One proposal may clarify or eliminate the “business as such” recordkeeping standard, though industry experts disagree on whether removing it would weaken oversight. Advisors are also seeking clearer guidance on AI-related compliance, particularly around retaining AI-generated communications and managing risks associated with increasingly autonomous AI systems.
Investors feel better about their financial outlook than they did three months ago, according to the CFP Board.
A retiree advocate says trying to fix the system through a bipartisan panel creates "serious risks."
