Megan Leonhardt

Senior Editor,

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

IRS Real Winner in Mayweather vs. Pacquiao Fight

Doesn't matter how much is won during Saturday's "Fight of the Century," it's important to keep in mind the IRS is the real winner....More

IMCA Launches New Behavioral Finance Program

The Investment Management Consultants Association is rolling out a new online education program around behavioral finance....More
in Indie Advisor Apr 24, 2015

Private Equity, Banks Get Back in the RIA Deal Game

After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015,....More

When to Walk Away From a Deal

Even the best advisory practices can have issues, so it’s important for advisors to know when to step away from a deal to buy a practice....More

Raymond James eSignature Fails to Catch On

After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm....More

Three Charts that Explain Raymond James’ Growth

Raymond James has grown steadily in recent years. Here are three charts that lay out the firm's advisors, assets and revenue over the past five years....More
in Rulebook Apr 14, 2015

Bad, Bad Leroy Brown

Leroy Brown Jr. is facing fraud charges after he fraudulently portrayed himself as a stockbroker and used his military background to bilk investors....More

Investors Still Clueless on Fees

Despite widespread calls for fee transparency, investors are still uninformed about the fees they pay their brokerage....More

Betterment, Schwab Duke It Out During NCAA Championship Game

Duke and Wisconsin basketball players weren’t the only ones battling it out during the NCAA Men's Division I Basketball Tournament last night....More
in Indie Advisor Apr 01, 2015

Garrett Planning Network Acquired by Insurer: April Fools

In an April Fool’s Day joke, Garrett Planning Network announced it was being acquired by a bogus life insurance company for more than the rumored....More
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