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 May 21, 2015

Casady: Better DOL Rule Needs Only 'A Couple' Of Improvements

The head of LPL Financial praised the Department of Labor’s changes in its re-proposed fiduciary rule aimed at financial advisors, saying “just a....More
in Indie Advisor May 21, 2015

Savant Capital Picks Up Chicago-Area RIA

Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of....More

Cold Calling Is Still Terrible

In a recent post on the popular Humans of New York website, photographer Brandon Stanton captured a moment with AXA advisor Mike Grady, who candidly....More

CFP Doubles Awareness of Designation Among Investors

Five years later, just over a third of investors recognize the certified financial planning certification without prompting....More
in Rulebook May 15, 2015

The Blotter Report: Fraudsters Sidelined

A former Utah broker is in trouble...again, while trial continues against a former advisor and his wingman accused of bilking NHL players out of....More

Investors Still Prefer Human Advisors Over Computers

A majority of investors still aren't sold on "robo" advice solutions, according to a new survey from Schwab....More

El-Erian: Stop Selling Products, Start Talking to Millennials

To attract millennial investors, financial firms and advisors need to offer personalized advice, not products....More
in Rulebook May 06, 2015

AdvisorHUB Founder Admits Tax Fraud

Head of AdvisorHUB, a popular website featuring recruitment deal information and industry rumors, recently pled guilty to tax fraud....More

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
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