Megan Leonhardt

Senior Editor, WealthManagement.com

Megan Leonhardt is senior editor for WealthManagement.com and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory updates, legal cases and compliance issues. Prior to covering the financial services industry, Megan worked as a legal reporter breaking stories on major law firms and writing on significant court cases all over the country.

Posts by Megan Leonhardt

Former $3B Deutsche Bank Advisors Launch California RIA

A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as part of the Dynasty network....More

Ballers Episode 2: Navigating Family Dynamics

While still overly dramatic, HBO’s Ballers’ second outing proved more realistic in exploring the dynamics financial advisors must....More

Advisors, Firms React to Gay Marriage Ruling on Twitter

Many firms and advisors showed their support for the Supreme Court's same-sex marriage ruling on Twitter Friday. Here are some of the highlights....More

Ballers Episode 1: Breaking Down the Truths and Myths

In the pilot episode of "Ballers," Dwayne “The Rock” Johnson is introduced as a retired NFL player turned financial manager. Here's what the show....More

Financial Planning Doesn't Pay

Financial planners offer more services than their investment planner peers, yet earn less for their efforts....More
in Rulebook Jun 16, 2015

Fiduciary Fight Heats Up on Hill

Opposition to the White House-backed to the proposed definition of a fiduciary financial advisors continues to grow on Capitol Hill....More
in Rulebook Jun 15, 2015

Cost of Litigation for Firms Totals $178B Since Crisis

The cost of complying with regulations is skyrocketing. Banks and financial institutions in the U.S. and Europe have paid out $178 billion in....More

Industry Needs to Step Up Opportunities for Women

Half of millennial women believe promotions in the financial services industry are biased toward men, according to a new PwC report....More

Millennials Not Worth the Effort Yet

The industry seems obsessed these days with capturing millennial clients. But developing a focused strategy to attract these young clients is not....More

Aging, Old-School Advisors Bad for Business Growth

Looking to grow? Improve the odds by avoiding older advisors with a high portion of their business still sunk in commissions and serving smaller....More
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