Scott Martin
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.
Posts by Scott Martin
Expert Says Value-Added Advisors Can — And Should — Boost Fees
Maypm13 16, 2013 - 4:23 p05Ohio’s New Asset Protection Law Won’t Shield Cleveland Kidnapper
Maypm13 12, 2013 - 7:00 p05If Advisor Consolidation Is King, Trust Is the Crown Jewel
Maypm13 9, 2013 - 12:36 p05Dow 15,000: What Do You Tell Your Clients?
Mayam13 8, 2013 - 1:17 am05Struggle for HNW Market Share Feeds High-Tech Advisor Arms Race
Maypm13 6, 2013 - 8:58 p05Child Support Loophole May Doom Michael Jordan’s Prenup Agreement
Maypm13 5, 2013 - 8:16 p05Envestnet Advisor Summit Opens Up New Territories For Advisor Affiliates
Mayam13 3, 2013 - 1:19 am05Nevada Trust Big Says Ohio Takes Place of Delaware as Top Trust Choice
PMpSun, 28 Apr 2013 18:59:44 +000059Sunday 28, 2013 - 6:59 p04WealthCounsel Executives Step Down
PMpMon, 22 Apr 2013 16:41:56 +000041Monday 22, 2013 - 4:41 p04-
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Posted by Scott Martin, Contributor - on May 16th, 2013
Pricing guru Rafi Mohammed recommends providers in trust-friendly states charge higher fees for services not available elsewhere.
Trust companies in a position to provide a broader range of products don’t need to cut prices to compete and are even justified in charging higher fees, says Rafi Mohammed Ph.D, a leading pricing expert and author of books like The 1% Windfall … 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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