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

Thinking About Buying a Practice? Talk to More Than One Seller

It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices, so for those looking to buy, better have more....More

Women More Exposed to Alternative Investments Than Men

Female high-net-worth investors have more of their portfolio in alternative investments, like hedge funds and commodities, than men. They are also....More

Hybrid RIA Lures Away $220M Advisor Duo From RBC

Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The duo will affiliate with the San Diego-based....More

Invest in Your Health to Secure Retirement Wealth

A new study by Merrill Lynch and Age Wave shows that over half of retirees had to retire earlier than planned because of health problems—one in three....More

Most Americans Not Interested in Financial Advice

A majority of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey....More

Number of Women Advisors on the Rise, Especially at Banks

The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but....More

RIAs Gaining Ground, But Wires More Productive

RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more....More
in Rulebook Aug 18, 2014

The Blotter Report: Dirty Rotten Liars

A self-titled financial coach is in trouble over some shady financial advice while a Missouri who took off over his con starting unraveling takes a....More

Advisors Risk of Being Replaced by Robots

There’s a 58 percent chance that financial advisors will be “bot-sourced,” that their jobs will be replaced by a robot or computer....More

Ron Carson Says Stop Scoffing at Robos and Start Leveraging Tech

Advisors who don’t think the so-called “robo-advisors” will become a threat are in for a rude awakening, according to Ron Carson....More
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