Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.
Were Focusing on Baby Boomers Retirement Pat OConnell, EVP of Ameriprise Advisor Group, says the firms goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.
35 Great Schools for Financial Planning If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
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.
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.