Scott Wenger

Scott Wenger

Group Editorial Director

Scott Wenger is group editorial director of Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive

All Scott Wenger's Stories
"Position a plan of life phases rather than life stages," trend researcher Kim Lear says at Schwab Impact.
Spending more time showing clients how to best enjoy their money could be more consequential than building their savings, advisors at NAPFA Conference are told.
Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.
Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients.
Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.
Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.
For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.
Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.
"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.
Emphasis at the Women Advisors Forum in San Francisco is on smart strategies advisors can use to build their practices and support women in the industry.
Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.
RCS executive says it “will take some time” to restore normalcy to his embattled firms.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
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16
Jun 16-17, 2016
Sheraton New York
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22
Jun 22, 2016
Convene, NYC, NY