The Signal: 5 Must-Reads for Financial Advisors – March 21 Edition

by on March 21, 2014

This week: The Bloomberg Terminal has become a fixture of the trading world, but a number of tech disrupters are scheming to unseat it. This leads nicely into a discussion of whether trend-chasing explains financial markets. Spring has sprung.

Can the Bloomberg Terminal be Toppled?

Assailing the impenetrable fortress of the Bloomberg Terminal.

The Business of Herding

Are you chasing value or performance?

5 LinkedIn Privacy Tips Every Financial Advisor Should Know

The financial advisor’s guide to the optimal LinkedIn configuration.

Vintage Money, Insurance and Banking Ads

Take a quaint trip down memory lane for financial advertising over the past 175 years.

Lifestyle Habits of the Highly Healthy

Does this sound like your lifestyle? If not, maybe it’s time for a change.


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.