Marlene Y. Satter, AdvisorOne

About the Author

Marlene Y. Satter, a freelance financial journalist, has been writing about the advisory business and its environs for more than 13 years. A Contributing Editor at Investment Advisor magazine, where she writes a long-running column on insurance, she has held senior editorial positions at newspapers and magazines and in financial publishing, and has worked in the banking industry.

Top Portfolio Products: Schwab Lowers Expense Ratios, Donoghue Adds Dividend-Yield Offering

By Marlene Y. Satter, AdvisorOne | June 15, 2013

Accretive Wealth Management offers Sharia-compliant portfolios; RiverPark set to close fund to new investors.
DOL, SEC Enforcement: CEO Steals Detroit Police, Firefighter Pension Cash to Buy Strip Malls

By Marlene Y. Satter, AdvisorOne | June 13, 2013

The CEO of MayfieldGentry Realty Advisors in Detroit was charged along with four others for stealing $3.1 million from the pension fund; meanwhile, Whittier Trust was slammed for insider trading.
Investor Alert: Latvia to Become Newest Eurozone Member

By Marlene Y. Satter, AdvisorOne | June 13, 2013

Far from breaking up, the Eurozone is on the verge of welcoming a new member. The news is good press for the Eurozone, after so many bad headlines.
New Hire Roundup: Nautilus Group Names Grisham CEO

By Marlene Y. Satter, AdvisorOne | June 12, 2013

This week in new hires, Brooke Zrno Grisham was named CEO of the Nautilus Group and George Connolly was elected to the board of trustees of the American College.
Dubai’s Growing Economy Faces High Debt Hurdle in 2014

By Marlene Y. Satter, AdvisorOne | June 12, 2013

Dubai has been prospering, which is remarkable, considering that it faced down default in 2009.
Top Portfolio Products: New Utility, Infrastructure ETFs

By Marlene Y. Satter, AdvisorOne | June 7, 2013

Deutsche Asset & Wealth Management launched the two new X-trackers funds, and CMG Capital Management rolled out a global equity product.
SEC Enforcement: Broker Busted for Lying to Investigators

By Marlene Y. Satter, AdvisorOne | June 6, 2013

Among recent enforcement actions by the SEC were charges against a Florida-based stock promoter for lying to SEC investigators and suspension of trade of 61 shell companies to preclude fraud.
China’s Own Luxury Brands Can’t Keep Up With Foreign Competition

By Marlene Y. Satter, AdvisorOne | June 6, 2013

The rise of the high-net-worth consumer in China has been a boon for luxury firms all over the world. But they're buying while traveling, not at home.
New Hire Roundup: Senate Finance Names Getz Tax Counsel

By Marlene Y. Satter, AdvisorOne | June 5, 2013

This week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel, and ICI named Michelle Mesack director of financial services policy.
Top Portfolio Products: New London Derivatives Market Opens

By Marlene Y. Satter, AdvisorOne | May 31, 2013

In the last week, NASDAQ OMX and LCH.Clearnet opened a new London derivatives market, and Grandeur Peak and Salient introduced new funds.

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Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA

The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.

For more information, visit www.thinkretirementincome.com.

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Marlene Y. Satter, AdvisorOne

About the Author

Top Portfolio Products: Schwab Lowers Expense Ratios, Donoghue Adds Dividend-Yield Offering

DOL, SEC Enforcement: CEO Steals Detroit Police, Firefighter Pension Cash to Buy Strip Malls

Investor Alert: Latvia to Become Newest Eurozone Member

New Hire Roundup: Nautilus Group Names Grisham CEO

Dubai’s Growing Economy Faces High Debt Hurdle in 2014

Top Portfolio Products: New Utility, Infrastructure ETFs

SEC Enforcement: Broker Busted for Lying to Investigators

China’s Own Luxury Brands Can’t Keep Up With Foreign Competition

New Hire Roundup: Senate Finance Names Getz Tax Counsel

Top Portfolio Products: New London Derivatives Market Opens

Sponsor

Showcase

Event Spotlight

Resource Library

Onward and upward: moving for greater potential opportunity

Working Smarter: Building and Growing Your Independent Practice

How Investing in an ECM System is Proven to Increase...

Complete Your CFP(R) Certification Education in Only 12 Months

Move to a Better Career Opportunity with More Independence

Understand the #1 Alternative Asset for Self-Directed Investors - Real...

Sales & Onboarding - Your Last Chance to Make a...

Complimentary White Paper: "Strategies on Advising Couples"

Breaking up is hard to do

The Best of Both Worlds with Century Securities

Advisor Tools

Business Evaluator

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