Megan Leonhardt

Megan
Leonhardt

Megan Leonhardt, senior editor for 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
Staying on Top
Mark Casady, Chairman and CEO of LPL Financial, on the recent regulatory stumbles and the changing landscape of the independent space.
Patching Together an Empire
Larry Roth, CEO of Cetera Financial Group, on recent acquisitions, the power of economic scale, the need for multiple custodians and a new focus on organic revenue growth.
Wisconsin-based Hybrid RIA Group Launches at LPL
LPL Financial added a newly launched Wisconsin-based advisor group with $225 million under management to its hybrid RIA platform on Wednesday.
Investors See 'Fee Only' & 'No Commission' as Interchangable 1
Advisors trying to differentiate themselves by focusing on their fee structure may be doing themselves a disservice. A new study by Pershing shows the phrases “fee-only” and “no commission” are virtually interchangeable for investors.
Ten to Watch: Racquel Oden
Anyone tapped to revamp a national brokerage’s training program has a lot of work to do, but at Merrill Lynch, Racquel Oden may have the right touch.
Seven of Advisors' Top Summer Reads
As the summer winds down, WealthMangement.com asked advisors for some of the best books they’ve been taking with them on those trips to the beach or on family vacations. Here's seven fun and practical recommendations.
Throwback Thursday: Ladies of the 80s 1
Here we look back at some of the early female pioneers profiled by Registered Representative magazine back in the 1980s and check out where they are today.
Ten to Watch: Alan Moore
When you hear industry pundits fretting about the lack of next-gen advisors, consider Alan Moore and his cohorts. Moore founded his own fee-only advisory firm at 25 and two years later co-launched a network to support other young advisors.
Triad Debuts Multi-Custodial RIA Platform
The Georgia-based broker/dealer is launching Triad Hybrid Solutions, a new corporate registered investment advisory entity that will give advisors with fee and commission-based businesses the option to custody with multiple firms, including Schwab and Fidelity.
Ten to Watch: Robert Lewis
The true mark of a good lobbyist is their ability to effect change for their organization without becoming the news themselves. You may not have heard of Robert Lewis, who joined the Financial Services Institute in March 2012, but as head of the group’s legislative affairs, he’s has had a hand in many industry issues.
Ten to Watch 10 Years Later
Where is the "Ten to Watch" of 2004? We were prescient; the list of industry influencers we identified ten years ago includes some names that indeed went on to make an impact. Here's where they are now.
Five Mistakes Teams Make
While building an advisory team may better serve clients, they are complex arrangements that require careful navigation.
LPL's CEO Says Regulatory Scrutiny is "Toughest I've Seen."
LPL's CEO kicks off the broker/dealer's annual conference decrying the regulatory frenzy that is escalating, while its president assures brokers its fees won't be changing in 2015--and it's dropping some of the less popular ones.
LPL to Upgrade Advisor Technology 1
LPL Financial is making significant upgrades to its technology offerings for advisors over the coming year, including a new email solution and the new ClientWorks platform, the firm announced Monday.
CFP's Financial Planning Programs Struggle To Find Students
The number of CFP Board-registered Bachelor’s degree programs in financial planning are on the rise, but schools say it's a struggle to get students in them. Many who stay aren't following through on taking the CFP exam.
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