About The Trust Advisor
The Trust Advisor was founded in July, 2009.
Our audience of 105,000 includes registered investment advisors (42%), independent broker-dealer representatives (29%), wire house brokers (16%), estate planners (5%), family offices (4%), bank or trust advisors (4%) and more.
We offer news, features and commentary reaching over 1 million financial professionals annually, compiled by Scott Martin, senior editor.
Feature articles focus on bank regulations, trust administration, estate planning, and wealth management strategies. In addition, headline articles are posted throughout the week to keep readers informed on current news.
The Trust Advisor e-newsletter updates daily and ensures consistent timeliness by deploying its weekly content to all email subscribers every Monday morning.
Typical articles of interest include:
• “The IRS Tightens Screws on Trust Tax Returns”
• “Savvy Advisors Using ‘Lock in Estate Tax Exemptions Now’
• “South Dakota Trust Firm’s Future in Doubt as Owner Battles with Bank Regulators”
• “Wealth Advisors Can Make the Difference Keeping Pro Athletes from Wasting their Fortunes”
• “Nevada’s Banking Regulator Tells Lawmakers Tough Laws More Important than More Business”
About Our Team
* Scott Martin, Senior Editor
Scott Martin has been tracking various aspects of the financial industry since 2001 for publications like Research, Buyside and Institutional Investor. Previously, he was a market writer for CNN. As an advocate for the trust industry, he has testified to the Nevada Senate Committee on Commerce, Labor and Energy on issues of national competition. He is also active as a marketing and editorial consultant for registered investment advisors. Email: thetrustadvisor@gmail.com
* Steven Maimes, Associate Editor and Researcher
Steven Maimes, principal of SALAM Research, is an independent researcher, analyst and freelance writer. Email: smaimes@salamresearch.com
* Published by Financial Marketing Associates Ltd.
Email: thetrustadvisor@gmail.com
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* The latest Google Analytics numbers here for thetrustadvisor.com
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Featured Contributors
Posted by Scott Martin, Contributor - on May 22nd, 2013
Even critics acknowledge that talent has started moving back out of the wirehouse and into independent channels. But you need the right tools if you hope to run with the bulls this year.
Another year of golden handcuffs keeping about 20,000 star advisors in the wirehouses is wearing away, which means it’s time to start talking about breakaway brokers again.… Read More
Posted by Sean Mullen, Contributor - on May 13th, 2013
As unified model-only platforms mature, the Return on Investment (ROI) proposition for advisors gets better and better. Once they try, nobody goes back.
After a decade of intense turmoil, innovation and more than a few crossed industry signals, it now looks like the Unified Managed Account (UMA) has achieved critical mass.
According to the latest numbers from the Money Management … Read More
Posted by Rita Dew, Contributor - on April 29th, 2013
The SEC has found that Registered Investment Advisers (“RIAs”) are plagued by an epidemic of custody violations. Worse yet, many RIAs do not even realize they have a custody problem.
On March 4, 2013, the SEC released a Risk Alert and Investor Bulletin related to Rule 206(4)-2 under the Investment Advisers Act, better known as the Custody Rule.
The Risk … Read More
Posted by Jennifer Goldman, Contributor - on April 8th, 2013
When it comes to handing off the portfolio management, financial advisors have many options. Know exactly what you need.
More advisors than ever before have already moved to outsourcing the back office work such as reconciliation, reporting and billing.
Despite this trend, many are still grappling with the idea of outsourcing the investment research, selection and trading, and still handling … Read More
Posted by Roland McMillan, Contributor - on April 1st, 2013
Same-sex marriage creates both new challenges for non-traditional wealthy families weary of added complexity and opportunities for the advisors eager to lend a hand.
The situations that financial planners who focus on the LGBT market wrestle with are endless. A career military officer retires from a 30-year career in the army, dies a few weeks later and his long-time spouse … Read More
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