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
ARCP Stock Tumbles Amid Unveiling of Accounting Errors
Shares of Nicholas Schorsch’s American Realty Capital Properties plummeted Wednesday on news the company released inaccurate financial statements overstating its funds from operations and understated its net loss.
FiNet's Calhoun on Recruiting and Retaining Independent FAs
Rick Calhoun talks FiNet recruitment challenges and upcoming projects, including a new app and an expanded succession planning program.
UBS Profits Soar 32 Percent Despite Legal Fees
Despite having to set aside nearly $2 billion for legal and regulatory charges during the third quarter, UBS reported a profit of $803 million, up 32 percent from a year ago on record profits in its global wealth management unit.
United Capital Picks Up $320M California RIA
A strategic partnership between United Capital and the founders of a financial planning tool led to a new kind of deal on Thursday when United Capital acquired a Modesto-based firm with $320 million in assets.
The Best and Worst U.S. State 529 College Plans

The price of a college education continues to rise, with tuition and room and board now costing nearly $20,000 per year. And while most students do not end up paying the full price tag, the average graduating college senior who takes out loans leaves school about $30,000 in debt.

Majority of Merrill's New Hires Going Into Team Training Program
Six out of 10 new Merrill trainees are going into the firm's team-based program, but the firm says there are no plans to phase out its long-time Practice Management Development (PMD) program.
The Most Popular States for Investment Advisors
Which states boast the highest number of registered investment advisors?
Wells Fargo Brokerage Profits Up 22 Percent
Wells Fargo’s wealth, brokerage and retirement (WBR) division reported a $550 million profit for the third quarter, up 22 percent from the $450 million reported a year earlier.
Motif CEO: CARDS Costs For Small B/Ds Minimal
Small firms have little to fear regarding the implementation costs around FINRA’s new Comprehensive Automated Risk Data System (CARDS) initiative, according to Hardeep Walia, co-founder and CEO of Motif Investing.
Half of HNW NextGen Investors Keep Parents' Advisors
The assumption many advisors have always taken as a fact - that kids will always dump their parents' advisor when they inherit the money - may no longer be as true as it once was, according to a new survey of HNW families by Morgan Stanley.
Attorneys Slam Lack of Diversity, Transparency Among FINRA Arbitrators
The Public Investors Arbitration Bar Association (PIABA) slammed FINRA’s arbitration system as “unsound,” saying in a report issued Tuesday it found “serious flaws” in the regulator's abitrator recruitment practices, a lack of diversity among participants and a total lack of transparency.
Q&A: Shelley O'Connor, Head of Field Management, Morgan Stanley Wealth Management
Morgan Stanley’s head its brokerage workforce talks about stepping into Doug Ketterer’s shoes and working as a woman on Wall Street.
The Wealthy are Giving More

Charitable giving among the ultra rich has almost bounced back to where it was before the financial crisis, with $86 billion in bequests expected over the next 10 years. A typical UNNW individual donates approximately $25 million during his or her lifetime, according to a new report released Friday.

Throwback Thursday: Unusual Hobbies of the 1990s

Looking back into Registered Representative’s 1992 archives, advisors were certainly working and playing hard. Here’s a look at 7 advisors with some unique after-work hobbies.

Top Ten Women Wirehouse Advisors

Women advisors make up a fraction of the industry, but their influence is growing. This year, the top 50 women control almost $45 billion in assets.

Read the full list.

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