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.
SMArtX Advisory Solutions will be at INSITE. See if they'll tell you about their deal with TradePMR. The relationship enables TradePMR advisors to access SMArtX’s award-winning UMA technology, including their full model marketplace, automated rebalancing, tax harvester, cash management, billing, and Advisor as a PM tools to effectively manage their advisory business at scale.
We argued for years that even mass market clients needed at least a slice of liquid alternative investments to properly balance a "standard" portfolio. Last year proved it and made alt-friendly managers like Apollo look like prophets.
Apollo was always prescient in finding ways to bring private equity and other "challenging" asset classes to the retail investor. It took the simultaneous crash of stocks and bonds to prove their argument.
As we ramp up to next week’s INSITE conference I’ve been talking to a few people who are thrilled to see Magic Johnson. Show architects BNY Mellon Pershing made a great choice there.
After all, a good celebrity keynote is all about sending the audience home with an extra buzz of energy. Motivation. A thrill.
Tina Turner was practically unstoppable. She came from humble rural roots, started singing around her 18th birthday, hit the top, walked out on Ike with nothing, clawed her way back and kept performing after several strokes and bowel cancer. We can only assume she decided to go on her own terms.
But for our purposes, the financial dimensions of her death are what matter. And she did just about everything right.