Megan Leonhardt

Megan
Leonhardt

Megan Leonhardt is senior editor for REP. magazine and WealthManagement.com, regularly penning articles around the wonderful world of the wirehouses, as well as writing on regulatory updates, legal cases and compliance issues.

 

Articles
Cetera Broadens Help Desk Service
As part of the firm's effort to roll out the best services across the RCS Capital network of advisors, Cetera Financial Group is offering its Advanced Planning Group’s services to top-tier financial advisors.
St. Louis Firms Prepare for Possible Protests Ahead of Ferguson Verdict
Federal officials have warned that a grand jury decision related to the shooting of Michael Brown could lead to violence near St. Louis, so financial services firms in the area are preparing for the worst.
Top Level Exec Leaves Scottrade

President Matt Wilson left Scottrade just months after the firm lost the head of its RIA business. Rodger Riney, founder and CEO of Scottrade Financial Services, Inc., is serving as interim brokerage president while looking for a new leader.

Creative Planning: Peter Mallouk on Growing Organically
Creative Planning Financial Advisors President and Chief Investment Officer Peter Mallouk discusses the firm's organic growth strategy.
Cambridge Joins Boycott of Schorsch Products
Cambridge Investment Research joined several other independent broker/dealers in temporarily suspending Cole Capital products amid the growing fallout from American Realty Capital Properties’ disclosure of a $23 million accounting error last week.
Arnerich Massena: Tony Arnerich & Sheree Arntson on Forward-Thinking Investing
Arnerich Massena's CEO Tony Arnerich and Managing Director Sheree Demers Arntson discuss their forward-thinking investing strategy.
Six Secrets to Building a Billion Dollar Firm

How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management. Today that number is past 700 and appears to be accelerating.  Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.

LPL, Others Suspend Sales of Schorsch Products
The fallout from American Realty Capital Properties’ $23 million accounting error continues as LPL Financial announced on Tuesday it was indefinitely suspending sales of sales of investment products sponsored by American Realty Capital Properties, RCS Capital and their affiliates.
Charles Schwab Unveils Diversity Initiative
Schwab Advisor Services is launching a new program during its IMPACT 2014 conference aimed at increasing diversity at RIA firms.
Wires Have Biggest Social Media Footprint
When it comes to social media, wirehouses and other national brokerages have a reputation for keeping their advisors on a short leash. Yet these same advisors report higher social media use than those in any other channel. Are they really making connections, or just regurgitating canned communications?
Top Ten RIAs in 2014

Building a business in the RIA space can take many forms. While the top ten firms may look vastly different, you can't argue with their success and rapid growth to reach the top echelons of the industry.

View the Top 100 list.

The Lost Opportunity
Independent advisors are probably the best-positioned to take advantage of social media—so why aren’t more doing so?
Money & Murder: 10 Advisors Who Deal in Death
Many clients fear for their money amid seemingly routine headlines about financial scams and shady brokers. Perhaps the clients of these advisors should have feared for their lives.
Plante Moran: Jim Baird on RIA Investment Strategies
Plante Moran Financial Advisors Chief Investment Officer Jim Baird discusses the firms investment strategy.
Considering Cybersecurity Insurance? Here's What You Need to Know
The recent data security breaches at J.P. Morgan Chase, Target and Home Depot mean cybersecurity is top-of-mind for the financial services industry, with many firms looking to purchase additional insurance to protect in the event of a hack.
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