The Signal: 5 Must-Reads For Financial Advisors – Dec. 20 Edition

by on December 20, 2013

This week: Canadian regulators back off the fiduciary standard and women investors get smarter, but the real gem is the out-of-the-box thinking on these test questions. How can an answer be so wrong, yet so right?

Canadian Regulators Put Off Fiduciary Duty Standard 

Yet, pressure builds to reform the “suitability standard.”

What Big Data Will Mean for Advisors

Your own treasure trove of client data may be the best place to start.

Top 10 Financial Mistakes Women Make

When Sallie talks, smart female investors listen.

9 Examples of Advisor Websites That Work

Most advisor websites are terrible. Here are 9 that aren’t.

39 Test Answers That Are 100% Wrong but Totally Genius at the Same Time

Name the quadrilateral. Literally.


Jay Palter is a social business strategist and marketing expert specializing in building social networks for financial professionals and wealth management firms. For more information, visit or follow @jaypalter on Twitter.