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 logic behind our next webinar, sponsored by Origin Investments, is as easy as it is compelling.
Your best clients have twice as much wealth in real estate than the stock market. That's a lot of dollars that you need to manage the rest of the portfolio around . . . but unless you're a property manager, there's no fee component.
We just published the new edition of our Direct Indexing Buyers Guide, packed with fresh tips and information on how your fellow advisors are deploying this wealth management approach in their client portfolios, along with all the platforms that, in my humble opinion, you need on your radar.
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 12 new strategies from seven leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,514 strategies from 315 distinguished asset management firms.
The shift toward AI-powered tools is revolutionizing how advisors manage their workload. Large Language Models (LLMs) allow advisors to sift through comprehensive resources like America’s Best TAMPs Guide, transforming what could be an overwhelming task into a more seamless experience with clear, actionable insights.
The Index Industry Association (IIA) has announced the results from its fourth annual Survey of Global Asset Managers.