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.
Now that truly independent trust companies are shaking up the financial landscape, some vendors have hit a strategic wall. It’s time for the giants to wake up and for “me too” advisor-friendly firms to further differentiate or die.
WealthCloud, LLC, a cloud-based computing platform mounted on Salesforce, announced that it has closed a favorable seven-figure strategic investment targeted to accelerated growth.
WealthCloud is a privately-held company founded in 2013 with offices located in the Philadelphia suburb of Conshohocken, PA.
The company provides users with a single platform that integrates multiple applications to effectively and efficiently manage all their day-to-day responsibilities in the wealth management industry.
The designer was an institution but it might be time for his heirs to make the hard choice about whether the family business can continue in its current form. An eleventh-hour succession plan may not be enough to perpetuate his legacy.
His people vehemently deny all rumors of a pre-wedding division of marital property but choice of venue and residence may have left the notoriously divorce-leery star with few other options.Once George Clooney announced he was actually getting married again, even the gossip channels naturally assumed it took an ironclad premarital contract to seal the deal. But after a few tabloids started chasing rumors of prenup-related squabbling between the star and soon-to-be-wife Amal Alamuddin, his people were quick with a blanket denial.
Lizard king’s last living heir is 90 years old now, reopening questions of who will eventually inherit his image and share of a musical dynasty that currently generates millions of dollars a year.
Even when rock stars create more-or-less conventional families, the lines of dynastic inheritance can still break down within a generation or two.
In theory, Jim Morrison, made the smart moves to ensure that his wealth – a “massive” $400,000 when he died in 1971 – transferred in an orderly fashion to his common-law wife Pamela Courson.