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
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.
Ten Charts That Explain What Advisors Think of Hedge Funds

Alfred Jones is credited with constructing the first hedge fund structure in 1949, but hedge funds didn’t reach a wider usage until the 1970s. Yet despite hedge funds almost 50-year popularity, one in four advisors still say they’re not familiar with hedge funds.

 

Ten to Watch 2014—Where Are They Now?
As with any Ten to Watch list, last year’s list was ripe with successes and failures. Here’s an update on where these individuals (and their organizations) are now.
Ten to Watch: John Ndege
Don’t like a tool? Build a better one. That’s exactly what John Ndege did when he launched the risk profile analysis software Pocket Risk in late 2013.
25 Years Later: The 1989 Rookies of the Year
In 1989, Registered Representative magazine profiled eight rising stars, highlighting their rapid growth business strategies. Now we've tracked down these brokers to see where they ended up 25 years later.
Top Ten NextGen Wirehouse Advisors 1
Many perceive the wirehouses as old and stodgy, but as this year’s Top Wirehouse Advisors Under 40 list proves, these firms are full of young talent, each with billions of assets under management.
UBS Profits Up Despite Legal Woes, Market Challenges
Profits at UBS rose almost 15 percent during the second quarter, even as the Swiss bank’s Wealth Management Americas (WMA) unit stumbled amid decreased client transactions and litigation costs.
Colony Acquires $200M Boston-Based RIA
The Colony Group picked up Long Wharf Investors on Wednesday in a deal that boosted the Boston-based Focus Financial partner firm’s assets to $3.75 billion under management.
Merrill Rolls Out New Team Track for Trainees

Merrill Lynch introduced a new training program on Monday aimed at building trainees into current advisor teams.

In letter sent out to all of our 13,845 FAs on Monday, the firm announced the Team Financial Advisor (TFA) program, a 31-month track within the existing Practice Management Development (PMD) program.

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