Megan Leonhardt

Senior Editor,

Megan Leonhardt 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 the legal industry, most days she can be found contemplating the intersection of law, policy and finance. 

Posts in Advisor Intelligence view all

Mar 05, 2015

Millionaires of Tomorrow Not That Different Than Today's

Looking to attract the millionaires of tomorrow? A recent study from Fidelity shows they’re not all that different from advisors' current wealthy....More
Feb 11, 2015

One Advisor Feels Effect of Anthem Attack

Unlike the previous Home Depot and Target data breaches, the most recent attack on insurance carrier Anthem Inc. could have a bigger impact on....More
Feb 09, 2015

RIA M&A Activity Hits Record-Breaking Pace

DeVoe & Company estimates $29.5 billion in client assets changed hands in January, more than half the total transacted throughout 2014....More
Jan 22, 2015

35% of Wirehouse Advisors Set to Retire within 10 Years

It’s news to no one that the industry is shedding financial advisors. But the numbers highlighted in Cerulli Associate’s newest research....More
Jan 20, 2015

Rich Millennials More Likely to Keep Advisors Than Poor Millennials

The wealthier millennials are, the less likely they are to fire their parents' advisors. About two-thirds of high-net-worth millennials already....More
Jan 16, 2015

Where Advisors are Looking to Fund Succession Plans

Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it?....More
Jan 06, 2015

CFP Board Hires General Counsel

Certified Financial Planner Board of Standards is bringing onboard a former Holland & Knight partner to fill the newly formed role of general counsel....More
Oct 31, 2014

Half of RIAs Looking to Make a Deal

About half of RIAs are looking to make at least one acquisition this year, with succession planning and scalability acting as the biggest drivers....More
Oct 09, 2014

SEC Commissioner: PIMCO Outflows Aren't Disrupting Markets

There’s no evidence that the recent turmoil at PIMCO caused any disruption in any of the underlying markets, Securities and Exchange Commission....More
Sep 29, 2014

Thinking About Buying a Practice? Talk to More Than One Seller

It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices, so for those looking to buy, better have more....More
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