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
NFL Wife Sues deVeres for Sexual Harassment
A former female employee is suing deVere Group for sexual harassment, claiming its New York investment advisory business operated like the bad boy brokerages seen in Boiler Room and Wolf of Wall Street.
DOL Extends Fiduciary Comment Period By 15 Days 1
The Department of Labor has agreed to extend the public review period on its fiduciary proposal by 15 days, according to a memo sent by agency staff on Friday.
Are We Heading Toward Blowup of Fixed-Income ETFs?

The lack of liquidity in the bond market could hit fixed-income ETFs particularly hard when interest rates rise, argued the chief investment strategist for Credit Suisse Private Banking Americas.

LPL Incentivizes Hybrid RIAs to Bring Assets Over
LPL is offering hybrid advisors up to $100,000 to move their assets held elsewhere to LPL’s advisory platforms.
What Not to Wear: 11 Trends Advisors Can't Pull Off 3
You've heard the expression "dress for success." But fashion is a fickle beast. Here we outline 11 clothing trends advisors should avoid to ensure success.
Lawmakers Seek More Time on DOL Proposal
Eighteen Democratic Congressmen are urging the DOL to extend the current 75-day public comment period on its fiduciary proposal by an additional 45 days.
Global Economy Better, But Troublemakers Persist
While the global economy as a whole is looking up, there are problem countries that could disrupt global growth, says Mohamed El-Erian.
Bob Mulholland Retiring from UBS
UBS Wealth Management Americas’ second-in-command Bob Mulholland is retiring after 36 years on Wall Street. Brian Hull, who oversees strategic clients and partnerships at the firm, is set to immediately take over.
UBS Cashes in on Steady Wealth Business
UBS’ global wealth management business reported its best quarterly result since 2008, while its U.S. arm generated record profits.
Ten Best Practices for Building Sustainable Wealth
There are 10 ways in which families can position themselves to increase the likelihood that the inherited money is used intentionally, rather than seen as a disempowering burden.
How Much Is Too Much to Give the Kids? 2
About half of wealthy families feel giving their children too large an inheritance could prove detrimental, according to a new Merrill Lynch study.
Voya Eyes Hybrid Offering Amid Record Growth
Voya Financial Advisors has experienced record-breaking recruiting efforts during first quarter. But the firm is not resting on its laurels, instead, it’s looking to launch a hybrid channel to keep the momentum up.
Cetera Broadens Practice Growth Service
In keeping with the firms’ previously announced strategy to cherrypick the best existing services at its broker/dealers and share them, Cetera Financial Group recently launched a firm-wide roll out of a practice management and business development service developed by First Allied Securities.
Ameriprise To Buy Florida-Based JHS Capital
Ameriprise Financial is set to acquire Tampa-based JHS Capital in a deal that will add 150 advisors and $4.1 billion in client assets to the Minneapolis-based company’s balance sheet.
Millionaires Don't Know When to Quit
New report from UBS shows enough never seems to be enough for millionaire clients.
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