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.

Future Provers Matt Middleton and Josh Brown Make History Again for its Act 2 of Future Proof

Matt Middleton and Josh Brown encore performance of Future Proof last week oozed success everywhere you went.

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 Platform^SM 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.