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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.

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:

We Know Wealth Advisor Readers Have Embraced Direct Indexing, But How Are You Using It?

I've got to say that if there's a backlash against direct indexing, it doesn't show up among the advisors who read The Wealth Advisor and responded to our latest poll. 

Now we'd like to dig a little deeper. There's a popup at the bottom of this window that asks you to identify your relationship to direct indexing . . . where you sit in the industry. It's as easy as it gets. One question.

It's important because it turns out that direct indexing is getting a lot of traction. But our audience is big and diverse.

Does Direct Indexing Have A Future?

Some people are saying direct indexing is nothing but expensive hype designed to push HNW efficiencies on portfolios too small to really support or justify anything but the random walk. We beg to differ. With a direct indexing guide on the horizon, we're obviously convinced that this is the future. But what do YOU think?

Xtrackers by DWS Launches Its First Thematic ETFs in the U.S.

DWS, one of the world’s leading asset managers, announced today the listing of three new thematic exchange-traded funds (ETFs) designed to provide investors equity exposure to three vital sectors, U.S. green infrastructure, semiconductor and cybersecurity, at a competitive cost. The ETFs represent the first Xtrackers thematic offering for U.S. investors.

The products, which listed today on the Nasdaq, are: