Marlene Y. Satter
ThinkAdvisor
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Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Marlene:
7 Disturbing Findings About 401(k)s, IRAs
A new study from Boston College's Center for Retirement Research takes a look at savers' financial health. It's not pretty. → Read More
10 Least Tax-Friendly States in US: 2017
Since each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country. → Read More
10 Most Tax-Friendly States: 2017
From property taxes to estate and "sin" taxes, there are plenty of ways states can charge you. Kiplinger ranked the states with the best deals. → Read More
15 Cheapest States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state. → Read More
15 Most Expensive States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care, assisted living facilities, etc., is not reassuring. → Read More
Men, Millennials Driving Rise of Fintech
fintech adoption among consumers has surged globally over the past 18 months — in the U.S. it’s doubled since 2015 — and an average of 33% of digitally active consumers across 20 markets now use fintech. → Read More
5 Surprising Expenses Medicare Won’t Cover
If you thought Medicare would help you pay for dental work, hearing aids and home health care, you'd be wrong. → Read More
9 Retirement Moves Other Countries Get Right
While the U.S. faces a retirement crisis in coming years, some countries are not. Here are 9 things they're doing differently. → Read More
Top Portfolio Products: A Whiskey and Spirits ETF; Target Date App for DC Plans
WSKY invests in global companies that earn much or some of their revenue from the production of alcholic beverages → Read More
Top Portfolio Products: Envestnet Launches DOL Compliance Solution
The platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process." → Read More
SEC Enforcement: Insider Trading, Whistleblower Retaliation and More
Also, an investment advisor must pay a penalty for choosing an unqualified administrative assistant as CCO, and other recent actions. → Read More
Recruiting Roundup: LPL Affiliated Reps Jump to Focus Financial, Form $600M RIA
Meanwhile, the Harvest Group breaks away from UBS with about $300 million in assets; more → Read More
SEC Enforcement: Merrill Lynch Fined for Mini-Flash Crashes
Also, Weatherford International, an oil services company, was fined for sneaky accounting practices. → Read More
Recruiting Roundup: Wells Fargo, Merrill Nab Morgan Stanley Reps
Meanwhile Deutsche Bank Wealth Management and MV Financial share news on their latest hires. → Read More
SEC Enforcement: Marijuana Container Company Busted in Stock Scheme
Also, Florida man charged with fraud for scheme to register and sell stock in blank check companies disguised as promising startups. → Read More
Recruiting Roundup: Raymond James Nabs Two Morgan Stanley Teams
Two hybrid RIAs announce merger plans, as US Trust, Merrill, Ameriprise and other firms share their latest recruiting news. → Read More
Top Portfolio Products: Global X, Nuveen Add ETFs; Financial Engines Expands Services
Global X introduces three tech ETFs while Nuveen adds bond ETF focused on additional yield. → Read More
Enforcement: SEC Wins Anti-Fraud Case Against Miami; Stock ‘Whiz Kid’ Busted
A “stock trading whiz kid” agrees to pay nearly $1.5 million to settle charges of defrauding newsletter subscribers; more → Read More
$550M Merrill Team Goes Indie With Dynasty in Florida
Also, Raymond James and Wells Fargo add several Morgan Stanley reps; Pavilion Financial to buy Jeffrey Slocum & Associates. → Read More
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and Direxion
Fidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs. → Read More