Complying with anticipated retirement and tax-related changes as well as fiduciary-related standards from the Securities and Exchange Commission and the Labor Department will top advisors' and broker-dealers' regulatory to-do lists in 2019.
While the House passed late on Dec. 20 a retirement and tax package, priming 2019 for much debate — and potentially big changes — for industry officials to digest in the new year, Senate passage of the measure was deemed unlikely at press time on Dec. 21.
House Ways and Means Chairman Kevin Brady's 257-page package includes the Retirement, Savings, and Other Tax Relief Act of 2018 and the Taxpayer First Act of 2018.
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Melanie Waddell
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, letters and bills, and in the Labor Department’s fiduciary rule in 2024. In 2019, Melanie received an Honorable Mention, Range of Work by a Single Author award from @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.
