Megan Leonhardt

Associate Editor,

Megan Leonhardt is the associate editor at, covering all of the wirehouse news, as well as regulatory affairs. A business journalist with a background in the legal industry, she has broken stories on major law firms and covered significant cases in courts all over the country. 

Posts in Advisor Intelligence view all

Jun 02, 2014

UBS Promotes Global Markets Deputy to Top CIO Spot

Former global head of investment Mark Haefele will take over for Alexander Friedman as global Chief Investment Officer of UBS Wealth Management and....More
May 22, 2014

Not Sold on Impact of Robo-Advisors

Call them what you will—robo-advisors, asset-allocators—online advice platforms may provide valuable services for smaller investors, but Raymond....More
May 20, 2014

Raymond James Builds New Facilities to Protect Against Cyber Threats

Raymond James isn’t kidding around about cyber security. The firm is spending $212 million a year on technology and part of that is earmarked....More
May 08, 2014

Performance Has Staying Power, Even Among Wealthy

Good portfolio management is still the biggest reason clients stick with their financial advisor, even among the wealthiest investors....More
May 05, 2014

Strong Certifications Matter to Investors

It’s not enough to be a licensed financial advisor. In a new study, 62 percent of investors say it’s important or critical that their financial....More
Apr 25, 2014

High Frequency Trading Like Buying Into First Class, Says FINRA Enforcement Chief

Benefitting from faster access to the markets is akin to buying a first-class plane ticket, and doesn’t sound unfair, said the top cop at Wall Street....More
Apr 22, 2014

CFP Board Rolling out the Welcome Mat to Women

If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. A new study by the CFP....More
Apr 14, 2014

TIAA-CREF To Acquire Nuveen for $6.25B

TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt....More
Apr 11, 2014

Planning, Niches Some Common Denominators Among Sucessful FAs

What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a....More
Apr 07, 2014

Market Upswing Hides Underlying Business Faults

Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and....More
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