Megan Leonhardt

Senior Editor, WealthManagement.com

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

Aug 08, 2014

Recent Grads Gain Stronger Link to CFP

Recent financial planning graduates of CFP-Board registered programs can now call themselves “CFP candidates,” strengthening their tie to the....More
Aug 05, 2014

AmEx Developer to Tackle Wells Fargo Digital Strategy

Wells Fargo Advisors brought on the force behind the user experience at AmercianExpress.com to head up the brokerage’s digital strategy....More
Aug 04, 2014

United Bank FAs Partner with Dynasty to Launch Mich.-Based RIA

Four former United Bank & Trust advisors partnered with Dynasty Financial to launch Arbor Trust Wealth Advisors on Monday....More
Jul 30, 2014

Fixated on Volatility

Market volatility is top-of-mind for both investors and their financial advisors as everyone carefully watches the market ups and downs....More
Jul 28, 2014

HighTower Adds $400M Washington RIA

HighTower expanded its operations on the West Coast Monday with the addition of the team from Washington-based Triad Wealth Stewardship with $400....More
Jul 09, 2014

Families Avoiding the Tough Conversations

Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents. The result? One in three parents....More
Jun 23, 2014

HNW Investors Find It Harder to Unplug

Ever think about leaving the smartphone, tablet and laptop at home while on vacation? Apparently, the richer a person is, the harder that is to do....More
Jun 20, 2014

RIAs Worry Over Aging Clients & Robo Advice

Independent advisors are facing a myriad of challenges to their business, including emerging competition from “robo advisors” and an aging client....More
Jun 18, 2014

Coming Home: Exec Returns to Merrill to Run Affluent Strategy

Bank of America Merrill Lynch lured former BlackRock executive Mike Bitterly out of retirement to head up the firm’s affluent segment and strategy....More
Jun 10, 2014

Saving Comes Second for Many Millennials

With the bills piling up, almost half of millennials say they don’t have the funds to save for retirement right now. And over half believe they can’t....More
What's Advisor Intelligence ?

The quick hits of information you need to make you a smarter wealth manager

Investment Category Sponsor Links

 

Careers Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×