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 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.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Group Editorial Director, Investment Advisor Group
Scott Wenger is group editorial director of SourceMedia’s Investment Advisor Group, comprised of Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive.
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 Wall Street Journal, CNBC, CNN, the New York Daily News, The Hartford Courant and Dow Jones News Service. Scott also worked as a health care analyst and was a Series 62 registered securities representative at Alex. Brown & Sons.
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 with interactive graphics and video. Previously, he served as Deputy National/Foreign Editor and authored an award-winning, weeklong series on China’s economic expansion. 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 various daily shows at CNN and CNN International, and also produced daily shows at CNBC.
Among his editorial achievements: a George Polk reporting award and honors from the Institute on Political Journalism for excellence in economic reporting. Scott, who’s been a frequent television and radio guest discussing business and finance, earned his bachelor’s degree from New York University and pursued graduate studies in law and public policy at Trinity College.