Updated Wednesday, May 22, 2013 as of 4:43 PM ET
Scott Wenger


Recent Stories From This Author

Editor's Note: Real Estate Returns

May 1, 2013
As the housing market rebounds, advisors face new challenges - and many new opportunities

Editor's Note: Teaming Up for Small Business

April 1, 2013
As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value

Editor's Note: Advisor Forecast 2023

March 1, 2013
A huge expansion of wealth, new technological leaps, greater life expectancy. Planning could be really difficult.

Editor’s Note: Mad Rush at Tax Time

February 1, 2013
After a year-end planning scramble, advisors are deluged anew, finding opportunities in the new tax deal.

Sounding Off: Mandatory AUM Tax?

January 25, 2013
Professor John Grable touched a nerve when he suggested in Financial Planning’s current issue that a mandatory AUM tax on advisors could help make financial planning available to all American families. Actually, he touched a lot of nerves.

Editorial and Market Trends Update: Independent Advisor Markets

December 17, 2012
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