Summer Reading for Finance Leaders and Professionals
Summer is a great time to kick back, relax, and focus on enjoying the warm weather and getting away from the workaday world.
It’s also a good time to take a step back and re-evaluate. Sharpen the axe. Stop following the daily news cycle and market fluctuations and pick up a good, old-fashioned book.
By this time in the calendar, most summer reading lists have come and gone. So, we’ve compiled some of the best suggestions here and added a few selections of our own.
Kitces’ Annual Summer Reading List
Michael Kitces’ compilations, whether they be top advisor conferences, weekend reading, or monthly advisor fintech summaries, are considered required reading by many in the financial industry. This year, Kitces’ annual summer reading list for financial advisors includes the following recommendations:
- The Pursuit Of Absolute Engagement (Julie Littlechild)
- Algorithms To Live By (Brian Christian & Tom Griffiths)
- The Enduring Advisory Firm (Mark Tibergien & Kim Dellarocca)
- Buying, Selling, And Valuing Financial Practices (David Grau, Sr.)
- Scaling Up (Verne Harnish)
- Ask (Ryan Levesque)
- No Longer Awkward (Amy Florian)
- Suggestible You (Erik Vance)
- Humans Are Underrated (Geoff Colvin)
- Financial Planning 3.0 (Dick Wagner)
Barry Ritholtz runs Ritholtz Wealth Management and maintains one of the best blogs in the business, The Big Picture.
For his annual summer reading list, Ritholtz turned to his contacts in the finance industry. Even though most of the recommended titles are not related to finance, they are eclectic and interesting. Some of Ritholtz’s picks include:
- Born to Run (Bruce Springsteen), recommended by Alan Krueger, former chairman of the White House Council of Economic Advisers.
- Homo Deus: A Brief History of Tomorrow (Yuval Noah Harari), recommended by Bill McNabb, Chief Executive Officer and Chairman of Vanguard Group Inc.
- The Industries of the Future by Alec Ross, recommended by Tom Dorsey, founder of Dorsey Wright technical service, started in 1987 and sold to Nasdaq in 2015 for $250 million.
- Three Days in January: Dwight Eisenhower’s Final Mission by Brett Baier, recommended by Anthony Scaramucci, the impresario behind the SALT conference in Las Vegas (and one of the earliest and most visible Trump supporters in finance).
- The Unseen World, by Liz Moore, recommended by Frank Partnoy, a professor of law and finance at the University of San Diego School of Law, and the author of Wait: The Art and Science of Delay and Match King: Ivar Kreuger, The Financial Genius Behind a Century of Wall Street Scandals.
- Good for the Money, the posthumous memoir of Bob Benmosche, recommended by Nick Murray, a consultant to financial advisers.
InvestmentNews Professional and Fun Reads
This year’s summer reading recommendations from InvestmentNews include a professional and fun read from notable finance industry leaders. Here are a few of the professional suggestions:
- Tash Elwyn, President of Raymond James & Associates Private Client Group, suggests Originals, by Adam Grant.
- Andrew Fisher, President of Worldview Wealth Advisors, suggests The Destructive Power of Family Wealth by Philip Marcovici.
- Debra Kriebel, Partner at Pinnacle Advisory, suggests Fast Forward: How Women Can Achieve Power and Purpose by Melanie Verveer and Kim Azzarelli.
- Eileen O’Connor, Chief Executive at Hemington Wealth Management, suggests Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others) by Jeffrey L. Condon.
- Jamie Price, Chief executive of Advisor Group, recommends The 100-Year Life: Living and Working in an Age of Longevity by Lynda Gratton and Andrew Scott.
Read the article to find out what the “fun” recommendations are.
If you’re still not sure how to invest your precious summer downtime, we have a few more suggestions.
- Xtiva CEO, Tom Moysak, recommends Together is Better, by Simon Sinek. Insightful reading for leaders and it makes a great gift, too.
- Our Chief Revenue Officer, Rick Scearbo, recommends FL!P – How to Turn Everything You Know On Its Head and Succeed Beyond Your Wildest Imaginations by Peter Sheehan.
- And finally, our Chief Product and Strategy Officer, Jeff Marsden, recommends Daring Greatly: How the Courage to Be Vulnerable Transforms the Way We Live, Love, Parent, and Lead, by Brené Brown.
We’d love to hear any of your recommendations in the comments below.
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