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 last few years have taught serious investors the dark side of accepting fixed returns: when you lock in a yield, you lock out the worst possible outcomes but you also lock out any chance of reaching for a better future. And when the yield you settle for is too low, you've effectively conceded the game . . . there's no way to win.
After three years of crisis, nothing fundamental seems to be breaking right now in the wealth management landscape. This is not the time to rest and recharge. This is the time to get your clients and your practice ahead of the next crisis.
We've just released the 2023 guide to truly advisor-friendly trust companies willing to work WITH you instead of trying to lure your best clients away. You can get it HERE.
If you blinked yesterday, you missed House Speaker Kevin McCarthy's speech casting the brinksmanship around the federal budget as an existential battle for discipline. . . . unless you were watching the bond market, where enough people sold Treasury debt to push long-term yields back to where they were right after the SVB crash.