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

by Megan Leonhardt in Rulebook May. 15, 2013

The Blotter Report: Paying the Consequences

Several financial advisors found out this week that there can be a steep price to pay for their actions, including advisors from NFP, NEXT financial....More

by Megan Leonhardt in Advisor Intelligence May. 10, 2013

Money on the Move in May

A Missouri brokerage expands its reach with new offices in Florida and Alabama, while a Colorado-based banking firm builds out a new brokerage....More

by Megan Leonhardt in Advisor Intelligence May. 8, 2013

A Dose of Reality for Active Managers

Schroder's top investment advisor says it's not enough for active fund mangers to simply beat the benchmark, they need to deliver results based on....More

by Megan Leonhardt in Rulebook May. 2, 2013

The Blotter Report: Devious Doings

A rogue advisor and a sneaky analyst will be enjoying prison accommodations for the foreseeable future, while another is feeling the heat from a....More

by Megan Leonhardt in Advisor Intelligence Apr. 29, 2013

IPA Rolls Out New Valuation System for REITs

In a move to increase transparency, trade group IPA introduces the first industry-wide valuation guideline for non-listed REITs....More

by Megan Leonhardt in Rulebook Apr. 25, 2013

Guarding the Henhouse From Wolves

As an advisor, it’s likely that someone at some point will lodge a complaint against you. Most of these are meritless and quickly resolved. But....More

by Megan Leonhardt in Advisor Intelligence Apr. 24, 2013

Better Safe Than Sorry

If you’re telling clients they should have plans to pass wealth to heirs, you better be thinking about your own. Advisors routinely put....More

by Megan Leonhardt in Advisor Intelligence Apr. 23, 2013

Don't Get Stuck in the MIddle

As Jan Brady repeatedly discovered, being in the middle is tough. Raymond James’ CEO Paul Reilly says the same is true with the size of....More

by Megan Leonhardt in Advisor Intelligence Apr. 23, 2013

Breaking Up: Losing Clients To Boost Profitability

Some clients just aren't profitable. As much as advisors want to help everyone, they need to maintain practice profitability. A Michigan firm....More

by Megan Leonhardt in Rulebook Apr. 23, 2013

State Taxes & Fiduciary Duty Top List of Rep. Regulatory Concerns

Raymond James’ regulatory guru Chet Helck told attendees of the firm’s national professional development conference that new state proposals to tax....More