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 by Megan Leonhardt

in Rulebook Jan 27, 2015

Congress Could Close Tax Loopholes to Raise Money

Advisors need to keep an eye on potential tax loophole closures as the year goes forward, particularly as the government faces funding legislation....More
in Rulebook Jan 26, 2015

Advisors Need to Engage Washington to Change Perception of Wall Street

Advisors are going to have to play the long game if they want to change the way broker/dealers are lumped together with Wall Street....More

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

Rich Millennials More Likely to Keep Advisors Than Poor Millennials

The wealthier millennials are, the less likely they are to fire their parents' advisors. About two-thirds of high-net-worth millennials already....More

Where Advisors are Looking to Fund Succession Plans

Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it?....More

CFP Board Hires General Counsel

Certified Financial Planner Board of Standards is bringing onboard a former Holland & Knight partner to fill the newly formed role of general counsel....More
in Rulebook Dec 29, 2014

Wirehouse Advisors Gripe About, Increasingly Satisfied with Compliance

Despite constant and vocal grumbling, national brokerage and wirehouse advisors have steadily increased their satisfaction ratings of firms’....More
in Rulebook Dec 16, 2014

Busted: Alts Manager Taken Away in Handcuffs

Daniel Thibeault, a Harvard Business School graduate and president and chief investment officer of GL Capital Partners, was arrested last week and....More
in Rulebook Dec 09, 2014

SEC Examination Schedule Unlikely to Change. But Does It Need to?

Is it enough to simply examine RIA firms on a limited scope basis? It was a lingering question after a session with the MarketCounsel executive team....More
in Rulebook Nov 10, 2014

SEC Remains Undecided on Fate of Fiduciary Standard

The Securities Exchange Commission remains undecided on whether or how to move forward on a uniform fiduciary standard....More
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