Whether you’re hitting the beach with your family or taking that much-dreamed about getaway, having a book makes the trip more relaxing and is a great way to kill down time in-transit to your final destination.
For advisors and planners looking to get the most out of their summer reading, these titles make a great addition to any carry-on.
The Future of Finance: The Impact of FinTech, AI and Crypto on Financial Services, Henri Arslanian & Fabrice Fischer (2019)
Due to hit the shelf in early August, The Future of Finance asks (and answers) all of the burning questions financial services professionals want to know. What will the future of finance look like? What impact will tech have on the industry and society? This is a must-read for current financial professionals and students studying the industry.
A Brief History of Doom: Two Hundred Years of Financial Crises, Richard Vague (2019)
Hot off the presses, this historical perspective of major financial crises over the last 200 years was just released in late-May. A Brief History of Doom explains the causes of financial crises and highlights patterns of their predictability.
In The Headlines
The Two-Income Trap: Why Middle-Class Parents Are Going Broke, Elizabeth Warren & Amelia Warren Tyagi (2016)
Written by Massachusetts senator and presidential hopeful Elizabeth Warren and her daughter Amelia, The Two-Income Trap explores the hardships of middle-America including stagnant wages, rising housing and education costs and how families are paying the price.
Chinese Rule: Mao’s Dog, Deng’s Cat, and Five Timeless Lessons from the Front Lines inChina, Tim Clissold (2014)
It’s not the newest book on this list, but China is a hot topic lately with the incessant drumbeat of trade war. In Chinese Rule, Clissold explores East versus West mentalities and cultural differences.
Improvement & Progress
Advice That Sticks: How to Give Financial Advice that People Will Follow, Moira Somers (2018)
Written for financial planners and advisors, Somers shares her insights on the value of good advice and how investors perceive it. Advice That Sticks lends itself to understanding some of the fundamentals of behavioral finance and what makes investors tick. This book should be on every advisor’s summer reading list.
The Spider Network: How a Math Genius and a Gang of Scheming Bankers Pulled Off One of the Greatest Scams in History, David Enrich (2017)
For advisors who love a thriller and history, this book checks all the boxes. The book rehashes the 2006 Libor scandal. From fraudulent actions to investigations, the book shares the real-life saga of one of the biggest scams in financial history.
Stay the Course: The Story of Vanguard and the Index Revolution, John C. Bogle, (2018)
Published just a month before his death, Bogle shared the story of Vanguard intertwined with his own personal memoir. Known for his innovation and integrity, Bogle wrote about his values and insights as well as the advent of indexed funds.
AdvisorNews Managing Editor Cassie Miller may be reached at cassie.miller@Adnewsfeedback.com. Cassie has an extensive background in magazine writing, editing and design. Follow her on Twitter @ANCassieM.