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Scott Martin

Contributor

Executive Editor
The Wealth Advisor

A veteran in the business of digital and print journalism, Martin joined The Wealth Advisor in January 2009. His name now appears in most U.S. financial advisors’ inboxes each day as sender of record on the 11 million emails we deploy each month.

He writes for an audience of 280,000 wealth and financial advisors including 205,000 registered investment advisors (the largest digital audience of RIAs of any industry publication), managing a staff of 5 editors and 2 researchers to produce daily wealth management news and 8 specialty newsletters focused on top-of-mind industry topics like tax protection, practice management, technology and TAMPs (turnkey asset management programs).

He also moderates industry panels and compiles our specialty annual guides on trusts, technology and TAMPs: America's Most Advisor Friendly Trust Companies, America's Best TAMPs and America's Best Trust Technology Buyers Guide.

In prior lives he served as lead market writer at CNN, ran Buyside magazine, wrote for Institutional Investor, Research, ALPHA and other publications, and dabbled in hedge fund land.

2024 Edition of America’s Most Advisor-Friendly Trust Companies Unveils Winners List to Become Part of Integration with IBM Watson, Enhancing Estate Planning Services

In a groundbreaking development, the 2024 edition of "America’s Most Advisor-Friendly Trust Companies" has announced a significant enhancement to its services through the integration of IBM's AI Watson. This innovative approach, combined with the inclusion of ten leading trust companies and a comprehensive network of 3500 estate planners, marks a transformative step in estate planning and wealth
management.

Love The Breakthru Experience? Take It Up A Mile Next Year

It looks like Future Proof is in the process of spinning up a high-altitude counterpart. Matt Middleton leaked to a rival publication that he's preparing a "Breakthru Retreat" in Colorado Springs next spring.

This one is going to be far from the Huntington Beach venue that has taken Future Proof from experimental start-up to industry linchpin event in only two years. For one thing, it's going to start intimate and intensive: attendance capped at 500.