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.
Compared to today’s career politicians and movie stars, the amount of money the Reagans left behind after a lifetime of government and glamour practically seems like an embarrassment. Let the leaders of tomorrow take note.
The 84-year-old media mogul’s surprise engagement to legendary supermodel Jerry Hall raises estate planning questions that go beyond doubts about the wisdom of courting another expensive date in divorce court.It’s a sad fact of life among the extremely rich that when a billionaire marries a model 25 years his junior, people assume she’s found a big new meal ticket and he’s gone crazy. After all, Rupert Murdoch has been burned so badly by multiple divorces that he should know better than trust his hard-built family fortune to so fragile a feeling as love.
Always-evolving pop genius broke the bonds of management and achieved absolute financial independence. Now instant nostalgia plus a mysterious “missing billion dollars” could boost his real wealth far beyond what’s on the papers today.
SB484 was approved by Nevada Governor Brian Sandoval on June 10 and updates several of Nevada’s estate and trust laws. Particularly, SB484 allows Nevada irrevocable trusts greater flexibility by expanding the decanting laws and allowing for non-judicial settlement agreements. This commentary summarizes the changes made to the decanting laws and outlines Nevada’s new, non-judicial settlement agreement statute.
Decanting Updates: Top Three Changes to NRS 163.556
American Bankers Association wealth management and trust conference brings cutting-edge technologies together with the industry’s decision makers under the banner of building stronger client relationships and enhancing business.
In a few days, an elite 500 or so bankers and other financial professionals will be in Scottsdale, Arizona hammering out the future of high-net-worth advice, and open architecture investing will be front and center.