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

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
Jun 06, 2014

Old School Client Paperwork a Problem

Only three out of ten advisors believe their client onboarding is excellent. And with many firms still working with piles of paperwork that clients....More
Jun 05, 2014

Change Starts at Home: Tibergien Challenges Advisors to Leave Legacy

The crisis of confidence among investors and the lack of financial literacy in the U.S. today are linked. But instead of relying on large....More
Jun 05, 2014

Time to Nix the ‘Alternative’ Label?

Are liquid alternative products really all that revolutionary to investors today? When do these products become too mainstream for that label?....More
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
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