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
Merrill Tweaks Advisor Pay for 2015 1

Merrill Lynch released its 2015 advisor compensation changes Wednesday, enhancing payouts for new fee-based assets and new clients, while eliminating provisions on mass affluent accounts and reducing payouts on bank deposits. 

Six RIA Insights from the Custodians
At the MarketCounsel annual conference, executives from three of the four major custodians took the stage to discuss the landscape of the RIA industry and the challenges they see ahead.
Technology Transformation
Heavy tech investments are paying off for Morgan Stanley and Merrill Lynch when it comes to advisor satisfaction.
Hearsay Social Upgrades Social Media Compliance Tools

Hearsay Social recently added several new enhancements to its social media platform, including the ability for firms to scan advisors’ profiles against pre-approved standards.

Eight Unique Gifts From Advisors
Most advisors give their top clients gifts for the holidays--it's almost expected. So what does it take to stand out? These eight advisors put some thought into the annual ritual and came up with something a bit more interesting than your typical gift basket.
Q&A: Edward Jones' James Weddle
Jim Weddle, managing partner of Edward Jones, talks about the importance of technology, how "big data" can help advisors find clients and the financial footing of the St. Louis-based firm.
Staying Put 1
Independence may have its perks, but the majority of national brokerage advisors say they’re not going anywhere.
SIFMA Not Ruling Out Litigation Over CARDS
The Securities Industry and Financial Markets Association is not backing down in its opposition to the Financial Industry Regulatory Authority’s proposed Comprehensive Automated Risk Data System rule, saying at a media briefing Thursday it will utilize every tool available.
Top 10 Wirehouse Advisors of 2014

The top ten advisors at the major brokerages collectively manage $120 billion, and they are all from Morgan Stanley and Merrill Lynch.

View the Top 100 list.

Drivers of Advisor Satisfaction: Technology And Efficiency
In REP.’s annual Broker Report Card, Morgan Stanley advisors give their firm renewed approval, while Merrill Lynch’s scores fall due to technology and banking issues. Edward Jones and Raymond James take the top spots with the most satisfied advisors.
Q&A: Mary Mack, President, Wells Fargo Advisors 1
WealthManagement.com talks to Mary Mark, President of Wells Fargo Advisors about her first year on the job and her plans going forward.
Some St. Louis Firms Shut Down Offices Following Ferguson Rioting
Violence erupted in the streets of Ferguson, Mo. after a grand jury decided not to indict the police officer involved in the shooting of Michael Brown, causing several St. Louis financial services firms to work remotely on Tuesday.
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 Decision
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.

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