Robert Scott Martin

• Accounts That Keep On Giving

  By Robert Scott Martin  |  January 1, 2009

  More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...

• In the Family

  By Robert Scott Martin  |  February 1, 2008

  Research: What exactly is FOX and what do you do?Benevides: At our core, we are a research and advisory firm that provides service to a...

• Global Insight

  By Robert Scott Martin  |  January 1, 2008

  Research: Tell us about the international retirement survey that The Hartford did.Zlatkus: This is the second year we've done it. We asked 6,500 people aged...

• Making It Simple

  By Robert Scott Martin  |  December 1, 2007

  Research: What's happening to the way Americans are structuring their financial relationships?Cohen: People have an innate desire for simplicity in their financial service relationships. About...

• Building the Income Pillar

  By Robert Scott Martin  |  November 1, 2007

  Research: How should advisors approach the distribution phase?Bernard: Financial security approaching retirement has historically been built on the pillar of accumulation, which is all about...

• Paying for Keeps

  By Robert Scott Martin  |  October 1, 2007

  Research: Your 2007 Investor Research Survey delivered some interesting results about attitudes toward retirement. What did you find most exciting about the data?Greer: Our research...

• Free and Clear

  By Robert Scott Martin  |  September 1, 2007

  Research: What's so great about the independent advisory business?Grist: The wirehouse has done a good job keeping this little gem of the industry quiet, but...

• The Retirement Toolkit

  By Robert Scott Martin  |  August 1, 2007

  Research: How do advisors need to change their business model as their client mix moves from a predominantly accumulation-oriented population toward distribution?Lofties: The wealth management...

• Serving Corporate 401k Accounts

  By Robert Scott Martin  |  July 1, 2007

  Research: Why have individual advisors (and the industry as a whole) been relatively slow to adapt to the post-2006 Pension Protection Act world?Davis: The PPA...

• The Independents' Voice

  By Robert Scott Martin  |  June 1, 2007

  Research: In your opinion, what are the strengths of the independent advisory model? Brown: A couple of things come to mind. As the label says, it's...