The Signal: 5 Must-Reads For Financial Advisors – Oct. 11 Edition

by on October 11, 2013

This week, we’ve combed through the financial media in order to find the essential links for financial advisors (and their sophisticated retail clientele).

When Wealth Disappears

Stephen King tells an economic horror story that is (unfortunately) not fictional. (Stephen D. King, New York Times)

Safe Withdrawal Rate: Is 3 Percent the New 4 Percent?jay_newhead1_182x182

Ever since the 1998 “Trinity Study,” 4 percent has been the accepted safe withdrawal rate for retirement assets. Now, everything is changing. (Larry Swedroe, CBS Moneywatch)

How Many Greater Fools Does It Take to Make a Bubble?

The best way to avoid bubbles is to think for yourself. (Jason Zweig, WSJ Moneybeat)

Finance People to Follow on Twitter

Either you’re smart enough to be following these people or not smart enough to know you should. (Business Insider)

5 Ways Robo-Advisors Will Change the Way Advisors Work

Technologically-enhanced portfolio management and financial advice will disrupt current business models. It’s just a matter of when. (SEI)

Other recommended reading:

The most important finance charts in the world (Business Insider)

Behavioral economics show that women tend to make better investments than men (Washington Post)


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 http://jaypalter.ca or follow @jaypalter