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

in Indie Advisor Jul 30, 2015

Indie Advisors Say DOL Fiduciary Has Minimal Impact

Almost two thirds of independent advisors say they’re not changing their documentation processes in anticipation of the proposed rule’s....More

LPL Assures Advisors Can Grow 41 Percent

LPL Financial is promising their advisors can grow up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks....More

Ballers Episode 6 Recap: It’s Never That Easy

On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising....More

Ballers Episode 5 Recap: The Shakedown

This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones....More

Millennials to FinServ: We're Loyal and Trusting

If financial services firms and advisors can attract millennials early, new research shows they will remain very loyal clients....More

Ballers Episode 4 Recap: Wrecking Client Relationships

This week’s episode of HBO’s Ballers serves as an extreme example of how not to handle client relations and the dangers of failing to maintain....More
in Rulebook Jul 08, 2015

FSI Taking the Fiduciary Fight to Consumers

With advisors actively mobilized on the Department of Labor’s fiduciary proposal, the Financial Services Institute is now turning its sights to....More

Ballers Episode 3: Not Your Typical Client Event

It’s not unusual for a financial services firm to host an event to drum up business and sign clients. But Anderson Financial’s idea of a client event....More
in Rulebook Jul 02, 2015

Barred Broker Facing Fraud Charges for Alleged Ponzi Scheme

A broker previously barred from the industry is now facing additional federal civil and criminal fraud charges for an alleged $15.5 million scheme....More

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
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