Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
Scott Wenger is editorial director of SourceMedia’s Investment Advisor Group, composed of Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive. He’s also editor-in-chief of Financial Planning. Over his nearly 30-year career, Scott has reported, edited or managed editorial teams at some of the nation’s top media outlets, including the New York Daily News, CNBC, CNN, The Wall Street Journal, The Hartford Courant and Dow Jones News Service. Scott also worked as a health care analyst at Alex. Brown & Sons, where he was a Series 62 registered securities representative.
Scott joined SourceMedia in 2011 and managed the relaunch of the websites of the three monthly magazines in the Investment Advisor group, leading to a doubling in traffic. Financial Planning and On Wall Street have also won numerous reporting, commentary and design awards under his leadership. Scott also serves on SourceMedia’s 401(k) Investment Committee.
Previously, Scott spent 13 years at the Daily News, rising to Managing Editor/Money & Business. He created and edited the Your Money personal finance section, created and moderated the Daily News’ Small Biz: Big Impact Conference series, and helped upgrade the paper’s website. He also served as Deputy National/Foreign Editor and authored a weeklong series on China’s economic expansion that was honored by the Institute on Political Journalism for excellence in economic reporting. Before then, as Deputy Metro Editor, he focused on daily and investigative content in the aftermath of the 2001 terrorist attacks.
Previously, Scott worked as a senior producer managing daily live programming at CNN and CNN International, and also produced daily live programming at CNBC. Earlier, his investigative journalism at The Hartford Courant led to a George Polk reporting award.
Scott, who’s been a frequent television and radio guest discussing business and finance, earned a bachelor’s degree from New York University and pursued graduate studies in law and public policy at Trinity College.