Megan Leonhardt

Megan
Leonhardt

Megan Leonhardt is senior editor for WealthManagement.com and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory updates, legal cases and compliance issues. Prior to covering the financial services industry, Megan worked as a legal reporter breaking stories on major law firms and writing on significant court cases all over the country.
 

Articles
Advisor Satisfaction Slumps at Brokerages
Advisor satisfaction and loyalty has tumbled at national brokerage firms amid heightened concerns over compensation changes and a lack of confidence in leadership, according to J.D. Power.
Advisors Say Same-Sex Ruling Brings Clarity to Wealth Planning
Advisors say the Supreme Court's move to legalize same-sex marriage resolves outstanding state issues and brings peace-of-mind to clients.
The 10 Best & Worst States to Make a Living
Geography may affect how much money clients can earn and save, and perhaps, how much they can invest with their advisor. With that in mind, MoneyRates looked at the best and worst places in the U.S. to earn a paycheck.
FPA: Changes Needed to Make DOL Fiduciary Rule Workable
The Financial Planning Association is supportive of the Department of Labor’s fiduciary proposal, but the organization said Tuesday that doesn’t mean it thinks the rules is perfect.
More Emotional Harm Than Financial in Elder Fraud
Over two-thirds of financial advisors have encountered financial fraud among their elderly client at least a few times a year, but only about 5 percent say the fraud has caused substantial financial impact.
Eight Tech Trends in Wealth Management
Here we look at several technology trends changing the financial services landscape and challenging firms to make their move.
Newly Acquired Advent to "Double Down" on Advisor FinTech
​Norm Boulanger, president and chief operating officer of SS&C, Pete Hess, CEO of Advent Software, and Dave Welling, senior vice president and general manager of Advent's Black Diamond, talk about the reasons behind SS&C's acquisition of Advent and their plans for the future.
Black Diamond Debuts New Advisor Platform
Advent released details of the latest iteration of the BlackDiamond wealth aggregation platform for advisors at their AdventConnect conference in Las Vegas this week.
Can Deferred Pay Buy Long-Term Loyalty?
With the level of retention deals falling, firms are turning more to deferred compensation as a means to keep advisors in their seats. But is it a short-sighted solution?
Albright: Co-Ed Operations Make Better Businesses
Businesses make better decisions when women are involved, former Secretary of State Madeleine Albright told attendees at Pershing's annual INSITE conference.
Pershing’s Tibergien: Robos Threaten Your Business
Pershing's Mark Tibergien says advisors should, in fact, be concerned about robo advisor platforms, which threaten to disintermediate their business at a lower price point.
Bernanke: Financial Services Critical to Economy
Former head of the Federal Reserve, Ben Bernanke, on Thursday said advisors’ services are not only critical to helping investors, but also to a healthy economy.
Compensation Survey 2015: Breaking Down the Practice
Almost half of advisors reported working in team-based practices.
Compensation Survey 2015: How Advisors Stack Up
Advisors whose business mix leans more toward fees make almost twice as much as those who still lean heavily toward commissions, according to data collected in WealthManagement.com’s compensation survey.
Wells Fargo Launches New Tablet App for Advisors
Wells Fargo advisors now will be able to utilize functions such as financial planning tools, client account data and product research from their tablet devices
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×