Melanie Waddell

• Decision to Impact Share Classes

  By Janet Levaux, AdvisorOne  |  May 28, 2013

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  The Price of Everything: What’s the Value of Sound Advice?

  By Bob Clark, AdvisorOne  |  May 20, 2013

  The SEC Regulatory Accountability Act is yet another attempt by the securities industry to shift attention away from the consumer protections of requiring brokers to put the interests of their clients ahead of their own, by focusing solely on the “costs” of doing so.

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  FPA’s Man in Washington Speaks of Planner Group’s Priorities

  By James J. Green, AdvisorOne  |  May 9, 2013

  At FPA Retreat 2013, Daniel Penchina voices optimism on SEC user fee legislation; vows more help for state FPA associations.

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  Is Schwab’s Arbitration Win Really a Loss?

  By Bob Clark, AdvisorOne  |  May 8, 2013

  There's much backlash in Washington over Schwab's successful rebuttal of a FINRA challenge to its expanded mandatory arbitration clause.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  The CFPB Warning on Senior Designations: Off the Mark

  By Bob Clark, AdvisorOne  |  April 23, 2013

  Is cracking the whip on deceptive seminars for seniors really the most important issue a Consumer Financial Protection Bureau should be pursuing?

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  Raymond James Introduces New Comp Model for Hybrid Reps

  By James J. Green, AdvisorOne  |  March 18, 2013

  Model seeks to help retain Raymond James Financial advisors exploring RIA option; available to reps with $100M or more in discretionary AUM.

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  LTCI Benefits Exceed $6B in 2012

  By Danielle Andrus, AdvisorOne  |  March 14, 2013

  Insurers paid $6.6 billion in long-term care insurance benefits in 2012, according to the American Association for Long Term Care Insurance.

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  As Fiduciary Debate Returns, Advisors Share Attitudes and Practices

  By James J. Green, AdvisorOne  |  February 26, 2013

  As the SEC and DOL work to finalize their fiduciary standards, AdvisorOne and fi360 field their third annual advisor fiduciary survey to determine real-world advisor opinions and actions.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.