Posts by author:

Jay Palter

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. [click to continue…]

{ Comments on this entry are closed }

This week: Are we close to a market top? And how does Buffet do it? And does oxytocin make us more generous with our money? Check out these must-read articles to find out. [click to continue…]

{ Comments on this entry are closed }

This week: Social media and innovative technologies are going to impact financial services significantly in the next five years, but the essential truths about human motivation will never change.

{ Comments on this entry are closed }

This week: Clients want perfection, then they whine about your fees. Well, striving for perfection is dangerous and you’re worth more than your fees. Plus, why does your probability of dying in a given day double every eight years?

{ Comments on this entry are closed }

The Signal: 5 Must-Reads For Financial Advisors – Feb. 21 Edition

by on February 20, 2014 | Updated February 21, 2014

This week: It’s all about defining your brand and marketing this week. Good advisors will benefit from the rise of robo-advisers, but you’re going to need clear brand definition and a proven marketing strategy in order to succeed.

{ Comments on this entry are closed }

This week: Quit while you’re ahead – a lesson for living and investing.

{ Comments on this entry are closed }

This week: An emerging group of young millionaires are in the sights of the advice industry, triggering a long overdue rethink of technology and marketing. Meanwhile, the middle class is disappearing before our very eyes.

{ Comments on this entry are closed }

This week: Positioning yourself and your practice is increasingly important with the rise of social and digital technologies. Plus, beware of the Jekyll and Hyde investor and pay attention to why Bitcoin matters.

{ Comments on this entry are closed }

This week: Women are a rising force in finance. Get used to it. Embrace it. Grow with it.

{ Comments on this entry are closed }

Now that your 2014 new year’s resolutions have been made–and broken–it’s time to get on with it. Focus on building your network; arm yourself with technology; and get those patents registered.

{ Comments on this entry are closed }

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?

{ Comments on this entry are closed }

This week: The economic trends of 2013 and the high-flying markets have many people fretting about a financial “end of days,” but you probably don’t want to be putting all your wealth into gold bars.

{ Comments on this entry are closed }