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

in Rulebook Feb 25, 2015

Republican Revives Bill to Block DOL Fiduciary Rule

Congresswoman Ann Wagner (R-Mo.) pushed back against President Barack Obama and the Department of Labor’s proposed fiduciary rulemaking,....More
in Indie Advisor Feb 25, 2015

Secrets to Managing Multiple Offices

Employee travel and open communications are key drivers to sustaining a business with multiple offices long-term....More

One Advisor Feels Effect of Anthem Attack

Unlike the previous Home Depot and Target data breaches, the most recent attack on insurance carrier Anthem Inc. could have a bigger impact on....More

RIA M&A Activity Hits Record-Breaking Pace

DeVoe & Company estimates $29.5 billion in client assets changed hands in January, more than half the total transacted throughout 2014....More
in Rulebook Feb 04, 2015

Collaboration, Information-Sharing Key to Cybersecurity

Cybersecurity must be a collaborative effort between the industry, regulators and policymakers, the president and CEO of the SIFMA said Wednesday....More
in Rulebook Jan 27, 2015

Congress Could Close Tax Loopholes to Raise Money

Advisors need to keep an eye on potential tax loophole closures as the year goes forward, particularly as the government faces funding legislation....More
in Rulebook Jan 26, 2015

Advisors Need to Engage Washington to Change Perception of Wall Street

Advisors are going to have to play the long game if they want to change the way broker/dealers are lumped together with Wall Street....More

35% of Wirehouse Advisors Set to Retire within 10 Years

It’s news to no one that the industry is shedding financial advisors. But the numbers highlighted in Cerulli Associate’s newest research....More

Rich Millennials More Likely to Keep Advisors Than Poor Millennials

The wealthier millennials are, the less likely they are to fire their parents' advisors. About two-thirds of high-net-worth millennials already....More

Where Advisors are Looking to Fund Succession Plans

Just over a third of advisors say they have a succession plan, but how viable is it and where are they getting the money to fund it?....More
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