Megan Leonhardt

Associate Editor, WealthManagement.com

Megan Leonhardt is the associate editor at WealthManagement.com, 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 by Megan Leonhardt

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

Recent Grads Gain Stronger Link to CFP

Recent financial planning graduates of CFP-Board registered programs can now call themselves “CFP candidates,” strengthening their tie to the....More
in Rulebook Aug 05, 2014

FSI Taps Antoniades to Replace Brown on Board

The Financial Services Institute elected Cetera Financial Group President Adam Antoniades to serve as vice chair on its board of directors, replacing....More
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