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Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.
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Summery: The founder of holistic planning firm Grow heard that he sometimes talks too fast, and too much, without really listening. Clients also wrote in the survey that the documents he sent them can be hard to understand.
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Summary: “The brand of full-service investment advice the industry has historically delivered is under attack,” states a white paper, “Digital Disruption: Is the Financial Advisor’s Value Under Siege?” released by Wells Fargo Clearing Services’ First Clearing last fall.
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Summary: If founders of financial-advice practices want to grow their firms, they have to transition from being full-time advisors to being full-time CEOs, Hoon Kang writes in Advisor Perspectives.
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Summary: Growing up behind the Iron Curtain in Kiev, Ukraine, Michael Pinsker had always admired the spirit of entrepreneurial freedom that is a hallmark of the U.S. Twenty-six years after he emigrated here, he still believes strongly in encouraging the free flow of business ideas and enabling those ideas to come to fruition.
