Melanie is senior editor and Washington bureau chief of ThinkAdvisor. Her ThinkAdvisor coverage zeros in on how politics, policy, legislation and regulations affect the investment advisory space.
Melanie’s coverage has been cited in various lawmakers’ reports, lettersand bills, and in the Labor Department’s fiduciary rule in 2023. In 2019, Melanie received an Honorable Mention, Range of Work by a Single Author awardfrom @Folio.
Melanie joined Investment Advisor magazine as New York bureau chief in 2000. She has been a columnist since 2002.
She started her career in Washington in 1994, covering financial issues at American Banker. Since 1997, Melanie has been covering investment-related issues, holding senior editorial positions at American Banker publications in both Washington and New York. Briefly, she was content chief for Internet Capital Group’s EFinancialWorld in New York and wrote freelance articles for Institutional Investor.
Melanie holds a bachelor’s degree in English from Towson University. She interned at The Baltimore Sun and its suburban edition.
Roper has been a prominent advocate on investor protection issues, particularly the standards that apply to investment professionals giving advice and recommendations.
The exam chief said in March that examiners "had identified hundreds of firms that we believed should have filed a Form CRS but didn't."
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"author": {
"name": "Melanie Waddell",
"webUrl": "/author/profile/melanie-waddell/",
"description": "Melanie is senior editor and Washington bureau chief of ThinkAdvisor. Her ThinkAdvisor coverage zeros in on how politics, policy, legislation and regulations affect the investment advisory space.\r\n\r\nMelanie’s coverage has been cited in various lawmakers’ <strong><a href=\"https://www.hsgac.senate.gov/wp-content/uploads/imo/media/doc/2016-02-24%20DOL%20Fiduciary%20Rulemaking%20Report_FINAL.pdf\" target=\"_blank\">reports</a></strong>, <a href=\"https://www.warren.senate.gov/imo/media/doc/2019.12.11%20Letter%20from%20Senator%20Warren%20to%20DOL%20on%20new%20Fiduciary%20Rule.pdf\" target=\"_blank\"><strong>letters</strong> </a>and bills, and in the Labor Department’s fiduciary rule in 2023. In 2019, Melanie received an <strong><a href=\"https://www.eddie-ozzie.com/go/2019-eddie-and-ozzie-awards/\" target=\"_blank\">Honorable Mention, Range of Work by a Single Author award</a> </strong>from @Folio.\r\n\r\nMelanie joined Investment Advisor magazine as New York bureau chief in 2000. She has been a columnist since 2002.\r\n\r\nShe started her career in Washington in 1994, covering financial issues at American Banker. Since 1997, Melanie has been covering investment-related issues, holding senior editorial positions at American Banker publications in both Washington and New York. Briefly, she was content chief for Internet Capital Group’s EFinancialWorld in New York and wrote freelance articles for Institutional Investor.\r\n\r\nMelanie holds a bachelor’s degree in English from Towson University. She interned at The Baltimore Sun and its suburban edition.\r\n\r\n ",
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"articles": [
{
"uri": "/2021/08/25/barbara-roper-gets-key-sec-post-412-120433/",
"title": "SEC Chair Gensler appoints Barbara Roper to key SEC post",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 25, 2021",
"timeToRead": "3 minute",
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"summary": "Roper has been a prominent advocate on investor protection issues, particularly the standards that apply to investment professionals giving advice and recommendations.",
"body": null
},
{
"uri": "/2021/08/24/dols-lifetime-income-illustration-rule-create-confusion-erisa-lawyers-say-412-120285/",
"title": "DOL's interim rule on lifetime income illustration will create confusion, ERISA lawyers say",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 24, 2021",
"timeToRead": "5 minute",
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"summary": "The interim regulation, which takes effect in September, requires that, for purposes of the illustrations, a participant's current age be used.",
"body": null
},
{
"uri": "/2021/08/19/cardin-portman-retirement-bill-flawed-kitces-tells-lawmakers-412-120189/",
"title": "Cardin-Portman retirement bill could lead to conflicted advice, Kitces tells lawmakers",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 19, 2021",
"timeToRead": "2 minute",
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"summary": "Although \"laudable,\" bill would be \"a plum for big recordkeepers in the retirement industry.\"",
"body": null
},
{
"uri": "/2021/08/18/rias-took-36m-in-excess-ppp-loans-study-412-120109/",
"title": "$36 million in PPP loans received by RIAs violated loan limits: Study",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 18, 2021",
"timeToRead": "2 minute",
"image": {
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"summary": "In another study on PPP loan fraud, 45% of loans by fintech lenders were deemed questionable.",
"body": null
},
{
"uri": "/2021/08/17/new-bill-creates-medicare-part-e-open-to-all-412-120022/",
"title": "New bill would create Medicare (Part E) for all",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 17, 2021",
"timeToRead": "2 minute",
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"summary": "Medicare Part E would be available to every individual who is not already eligible for Medicare or Medicaid.",
"body": null
},
{
"uri": "/2021/08/13/the-senate-passed-a-tax-and-infrastructure-bill-heres-what-comes-next-412-119993/",
"title": "Tax and infrastructure bill passed the Senate: Here's what comes next",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 13, 2021",
"timeToRead": "5 minute",
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"summary": "Senate Majority Leader Chuck Schumer pledges to push ahead with Biden's agenda. Where will the final bill land?",
"body": null
},
{
"uri": "/2021/08/02/8-retirement-planning-bills-to-watch-in-2021-412-119427/",
"title": "Congress has retirement planning fever: 8 new bills you'd better keep an eye on",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 02, 2021",
"timeToRead": "1 minute",
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],
"summary": "In the past 3 months, lawmakers have floated bills to raise the RMD age, allow penalty-free 401(k) withdrawals and more.",
"body": null
},
{
"uri": "/2021/08/02/bill-clarifies-social-security-statement-mailing-412-119472/",
"title": "Bill 'clarifies' requirement to mail annual Social Security statements",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 02, 2021",
"timeToRead": "2 minute",
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"summary": "\"Since 2011, SSA has failed to mail annual statements to all workers,\" the lawmakers said in a statement.",
"body": null
},
{
"uri": "/2021/08/01/encouraging-americans-to-save-act-412-119459/",
"title": "Encouraging Americans to Save Act reshapes retirement saver's credit into 401(k), IRA matching contribution",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "August 01, 2021",
"timeToRead": "3 minute",
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"summary": "The legislation also includes a bonus credit of up to $5,000 for money saved over the next five years.",
"body": null
},
{
"uri": "/2021/07/28/sec-slams-21-advisors-6-bds-over-form-crs-failures-412-119272/",
"title": "Form CRS crackdown: SEC fines 21 advisors, 6 broker-dealers over compliance flaws",
"byline": "Melanie Waddell",
"kicker": "News",
"prettyDate": "July 28, 2021",
"timeToRead": "6 minute",
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"summary": "The exam chief said in March that examiners \"had identified hundreds of firms that we believed should have filed a Form CRS but didn't.\"",
"body": null
}
]
}
}