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

CFP Board Rolling out the Welcome Mat to Women

If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. A new study by the CFP....More
in Rulebook Apr 15, 2014

The Blotter Report: Sneaky Suspects

The owner of a failed New York City-based brokerage firm and his partner are busted for an international kickback scheme, while on the other side of....More
in Indie Advisor Apr 14, 2014

Advisor Moves Trigger Big Growth For Indie Channels

Breakaway advisors are expected to increase the independent channels’ market share by 38 percent through 2016, according to Cerulli Associates....More

TIAA-CREF To Acquire Nuveen for $6.25B

TIAA-CREF purchased Nuveen Investments from Madison Dearborn Partners on Monday for $6.25 billion, including outstanding debt....More

Planning, Niches Some Common Denominators Among Sucessful FAs

What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a....More

Market Upswing Hides Underlying Business Faults

Markets buoyed business for financial advisors last year, but the rally masked underlying issues such as declining client retention, lower fees and....More

XY Planning Network Opens For Young Advisors

Young financial planners have a new network dedicated to helping them connect with NexGen clients....More
in Rulebook Apr 03, 2014

FINRA Cases Decrease, But Fines Increase

The number of FINRA enforcement cases aimed at financial firms may be down slightly so far this year, but the fines themsleves are on the rise....More
in Rulebook Apr 02, 2014

The Blotter Report: Eating the Paper Trail

Would-be fraudsters beware: Eating the evidence will not deter the Securities and Exchange Commission. A Morgan Stanley stockbroker and an employee....More

Focus Partners with $600M Louisiana RIA

Lafayette, La.-based Summit Financial partnered with Focus Financial on Wednesday, making the $600 million firm the ninth transaction for Focus this....More

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