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 Aug 28, 2015

TD Ameritrade Rings in #FiduciaryFriday

TD Ameritrade celebrated the 75th anniversary of the Investment Advisers Act of 1940 by ringing in the opening bell at the New York Stock Exchange on....More

Ballers Recap Episode 10: Bringing it Home

In the final recap, real-life advisors say HBO's Ballers gained more realism as the season progressed and accurately portrayed the difficult....More

Ballers Episode 9 Recap: Living with Mistakes

The latest installment of Ballers tests not only the players, but their support system. And as the old saying goes, if you can’t handle the....More

Ballers Episode 8 Recap: The Fallout

It might be time for Dwayne “The Rock” Johnson’s Spencer Strassmore to look for a new job, as fallout from the infamous yacht party hits home....More
in Rulebook Aug 04, 2015

FSI Seeks More Clarity on FINRA BrokerCheck Rule

Broker/dealer industry group the Financial Services Institute says the Financial Industry Regulatory Authority’s initiative to have firms link to....More

Ballers Episode 7 Recap: Risky Business

After this week’s episode of HBO’s Ballers, don’t be surprised if several securities regulators make cameo appearances over the next couple of weeks....More
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
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