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.
The pattern is clear now: cash left behind is only the tip of the estate iceberg as a star’s death triggers waves of nostalgia buying. The unofficial Father of Rock could yet leave his heirs billionaires and it all starts with the first studio album in four decades.
Chuck Berry started playing in the early 1950s and it really took his death this weekend to get him to stop.
Smart career decisions early on paved the way for America’s Sweetheart to enjoy a long and comfortable final act. Now her last husband stands to claim whatever undoubtedly lavish bequests to signature causes leave behind.
When Mary Tyler Moore found out she had diabetes, the state of modern medicine gave her a 50-50 shot at living another 35 years.
Three-month freeze on personal appearances and social media cost the celebrity socialite and her manager mother more money than the insurance check from the Paris hotel room intrusion was worth. It’s no wonder she’s gotten back to work either way.
One of the unavoidable truths of growing up Kardashian is that the line between public perception and the economic realities of the family fortune is practically nonexistent.
Dynastic thunder within the blended family would actually have been much louder if smart advisors hadn’t worked so hard to keep the assets under the three-time champion’s ultimate control.
Losing two generations back to back will strain even the most robust dynastic estate plan. As it is, Carrie Fisher’s daughter may end up making more with a claim on Disney’s insurance policy than the family will inherit from a century of show business.