Megan Leonhardt

Megan
Leonhardt

Megan Leonhardt, associate editor of REP. magazine and WealthManagement.com, regularly pens articles around the wonderful world of the wirehouses, as well as pieces concentrated on regulatory updates, legal cases and compliance issues. A business journalist with a background in legal news, Megan has broken stories on major law firms, brokerages and industry industry trends.

She holds a journalism degree from Ohio University’s E.W. Scripps School of Journalism and, most days, can be found contemplating the intersection of law, policy and finance.

 

Articles
Colony Acquires $200M Boston-Based RIA
The Colony Group picked up Long Wharf Investors on Wednesday in a deal that boosted the Boston-based Focus Financial partner firm’s assets to $3.75 billion under management.
Merrill Rolls Out New Team Track for Trainees

Merrill Lynch introduced a new training program on Monday aimed at building trainees into current advisor teams.

In letter sent out to all of our 13,845 FAs on Monday, the firm announced the Team Financial Advisor (TFA) program, a 31-month track within the existing Practice Management Development (PMD) program.

TD Grants Help Launch New Planning Degree, Advance Existing Program
Texas A&M University will launch a new undergraduate degree in financial planning, while the University of Georgia will build out a new training lab and advisor residency program, thanks to grants awarded Monday from TD Ameritrade Institutional.
At the Junction of Work and Play
There's work and then there's play. But one Florida advisor is putting his hobby to work for his business, gaining access to new clients and providing a unique experience for his existing customers.
Bachus Shifts Support to User Fee Proposal
Former House Financial Services Committee Chairman Spencer Bachus (R-Ala.) threw his support behind proposed legislation that would provide funding to the Securities Exchange Commission to boost its investment adviser oversight program.
Morgan Stanley Wealth Unit Fuels Strong Second Quarter Earnings
Morgan Stanley’s bet on wealth management is paying dividends. The global investment bank posted strong second quarter results, largely driven by the wealth division, which reported record profit margins of 21 percent last quarter.
Boston Private Scoops Up Banyan Partners in $60M Deal
Boston Private Bank, a subsidiary of Boston Private Financial Holdings, on Wednesday acquired Florida-based Banyan Partners in a $60 million cash and stock deal.
Merrill's New Advisor Platform Sees Early Success
Almost a year into Merrill Lynch’s ambitious rollout of its new managed accounts platform, about $91 billion in assets have been transitioned onto the technology platform.
Legal Woes Hit BofA Bottom Line, Wealth Unit’s Profits Dip
Litigation expenses totaling $4 billion dragged down Bank of America’s profits by 43 percent during the second quarter, while the wealth management sector also reported lackluster profits.
Wells Fargo’s Wealth Unit Boosts Profit 25 Percent
Profits for Wells Fargo's brokerage business soared during the second quarter, with the unit earning $544 million in net income, up 25 percent from a year ago.
Independent Legacies: Wills of Five Founding Fathers
In honor of Independence Day, here is a look at the wills of five of the nation's founding fathers.
One-Year Anniversary of DOMA
On the first anniversary of the Supreme Court's ruling on the Defense of Marriage Act, some LGBT couples have seen a shift in their legal, tax and insurance status and are looking for guidance, according to a recent survey. Here's how some advisors have responded.
FINRA by the Numbers

The Financial Industry Regulatory Authority released its 2013 annual report on Friday, outlining its financials, operations and regulatory accomplishments in the past year.

FINRA Drops Broker Compensation Disclosure
FINRA has withdrawn its proposal that would require brokers to disclose the financial incentives they receive when switching firms.
Where in the World Do the Rich Live?
There are almost 2 million more millionaires this year than last year, up to 13.7 million people worldwide, according to the 2014 World Wealth Report by Capgemini and RBC Wealth Management. Where do they live? You may be surprised. Here are the top 25 nations with the largest high-net-worth population.
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