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 27, 2015

Wealth Management Madness 2015: Final Four Recap

After four weeks, it’s down to the final two contenders. Who will take it all? But first let’s recap last week’s showdown of the Final Four, where....More
Mar 26, 2015

Legendary Coach Dean Smith Planned a Final Farewall for his Players

Almost two months after the iconic coach Dean Smith passed away, his former players received a final farewell this week....More
Mar 20, 2015

Wealth Management Madness 2015: Elite Eight Recap

If this week’s round proved anything, it’s that this is anyone’s tournament to win....More
Mar 16, 2015

Lucia Capital Snags Ex-First Allied Exec

The former First Allied chief operations officer jumped onboard Derek Bruton’s Lucia Capital Group on Monday as president of the firm’s....More
Mar 11, 2015

Krawcheck: Savings Crisis a Gender Crisis

It’s estimated that the U.S. retirement savings deficit is between $6.8 and $14 trillion. But that shortfall will impact women more than men, it's....More
Mar 09, 2015

Younger Clients Worth Revenue Tradeoff

There are good reasons to avoid younger clients with less than $250,000 in assets, but these investors can be good for long-term growth, according to....More
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
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