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Scott Martin


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.

Trump Interview Sheds New Light On Fed Policy Pivot, Raises Independence Questions

Donald Trump said so many things on "Meet The Press" last weekend that one of the biggest bombshells went practically uncommented in our world. It turns out he's taking credit for the Fed's unusually abrupt pivot from tightening rates in 2018 to a long pause and then cuts in 2019.

In other words, someone from the White House is claiming to have pushed the theoretically isolated and independent Fed around . . . and that Jay Powell in particular backed down.

Here's the quote:

Future Proof: The Buzz That Drives The "Breakthru" Business

Wealth management is one of the talking businesses. Whether you talk about the market, your clients' goals or how the two fields fit together, delivering advice revolves around communication. 

That's why people are talking themselves hoarse at Future Proof. Put that many industry perspectives in close proximity and take away most of the screens and the ideas are going to flow pretty fierce.

The Future Proof Experience: Innovation Is Everywhere

The Future Proof experience completely clicked for me once I got the literal 40,000-foot view on the flight in from Maine. My seatmates were both in the industry. One was also going to the show. The other was going to a more focused organization-only event.

I've withheld their specific affiliations to protect their privacy. But one was eager to expand on what he does and how he's changing the world, one hard-to-manage account at a time. 

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

SEI® has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and expanded offering to their clients through the SEI Wealth PlatformSM and business process outsourcing solution.

Sanjay Sharma, Head of SEI’s Private Banking and Wealth Management business, said: