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.
What does it take to get written out of the family will? Is it betrayal, gambling, cheating, a lack of affection, or what? Our report this week delves into this thorny issue and finds some answers.
Nasim Afshar, 60, an attractive Persian woman, met her husband, British-born Nigel Ruddy, in Germany and was married to him for over 15 years. No one could say their marriage was in trouble. They loved each other.
Principal Trust Company, an advisor-focused firm and one of the largest non-depository trust companies in the nation, announced today that it has chosen Innovest Systems’ InnoTrust as its trust and wealth management platform.
As a hedge against possible FINRA oversight of advisors and re-enactment of the Glass-Steagall Act in a second Obama term, more RIAs are trading their SEC registration for trust licenses in top trust states.
States like New Hampshire and South Dakota report robust interest from wealth managers, family offices and other advisors looking to offer their clients the benefits of an in-house trust company as a hedge against possible FINRA oversight of advisors and more restrictions on how advisory firms can make money.
A family trust and its trustee-advisor -- played by George Clooney, no less – found their way to the silver screen this week in Alexander Payne's new film, “The Descendants.” This is our favorite film of the year, a depiction of what the trust industry is all about.
Every multi-generational trust is a balancing act between the living and the dead, with the trustee in the precarious position of having to weigh the wishes of vanished grantors against the priorities of their heirs.