What Financial Advisors Are Reading This Week

15th Dec 2015

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Who Will Dominate the Retirement Advice Business

The retirement advice business is fragmented, inefficient and serves only a small segment of the population. It’s a business model ripe for takeover by a few major players as most of the pieces required to build a dominant business model already exist, but haven’t been appropriately combined.

Via Value Walk

Who Will Dominate The Retirement Advice Business?

Only 3 Percent of Small Business Reported a Bad Year, Per SurePayroll
Only 3 percent of the small business owners surveyed said they had a bad 2015, according to a recent survey. Most said it was a positive year, and the break down highlights the varied environment that is the domain of the small business owner.

Via Small Biz Trends

Only 3 Percent of Small Business Reported a Bad Year, Per SurePayroll

No Employer? No Problem. Retirement Plans for the Self-Employed
Saving for retirement without the help of an employer-sponsored retirement plan is a challenge facing many of the more than 14 million Americans who are self-employed. One survey found that 28 percent of self-employed people aren’t saving for retirement while many who do save rely on traditional savings accounts, meaning they miss out on the benefits of tax-advantaged retirement accounts.

Via The Alert

Opinion: 40 Books Every Self-respecting Investor Needs to Read

Michael Batnick, aka the Irrelevant Investor, highlights 40 books he thinks investors should read ranging from Reminiscences of a Stock Operator to A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan.

Via MarketWatch

21 Ways the Super Rich Spend Their Money

What do you do with billions of dollars? Here are 21 ways the super rich spend their fortune: $4 million Lamborghini, indoor and outdoor pools, megamansions for horses.

Via Business Insider


Dedicated DB@ DedicatedDB

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8:01 PM 24 March 2023

Dedicated DB@ DedicatedDB

Make Tax Season As Painless as Possible by Taking These 6 Steps https://t.co/3LdsqV6AbN

7:57 PM 24 March 2023

Dedicated DB@ DedicatedDB

This consultant's estimated accumulation with a Defined Benefit plan is expected to exceed $1.9 million, and he wil… https://t.co/4CC5wdpa4K

11:02 PM 22 March 2023

Dedicated DB@ DedicatedDB

Here are 10 sobering stats on #RetirementPlanning in 2023 https://t.co/ihHgJitjD6

10:59 PM 22 March 2023

Dedicated DB@ DedicatedDB

Why are Cash Balance #retirement plans a great option for self-employed doctors and owners of small medical practic… https://t.co/0EZFBkl9RU

11:01 PM 21 March 2023

Dedicated DB@ DedicatedDB

Top 5 Personal Finance Books To Read In 2023 https://t.co/bues3q3e0B

10:59 PM 21 March 2023

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