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Summary: The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got together and think that readers who check out the following books will be well rewarded. As always, we tried for a mix of the high-profile, the hidden gems, and we threw in a financial thriller for fun. In each case, a key takeaway is offered.
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Summary: Trend emerges of 20-something advisers taking on meaningful work sooner. Increasingly, firms are treating the traditional apprentice-type model training as more of a reciprocal relationship. And they are seeking the input of young and would-be advisers in a number of different ways.
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Summary: A next-gen group of advisors takes on the difficult task of identifying their practices in 2025. The group discussed the individual rep model, how client relationships will be characterized, technology and the systems that will need to be developed (at both the advisor and client levels), as well as a number of other issues.
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Summary: The future is uncertain in a lot of ways, but the industry is already in flux. There are some ways that advisors can prepare for what’s coming to achieve their business goals and serve their clients well. The future always presents challenges, but also opportunities for those who are prepared. In the future, that is, today, four major trends are affecting your clients and your businesses.
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Summary: The Fidelity Millionaire Outlook, now in its 6th year, is an in-depth survey that analyzes the investing attitudes and behaviors of millionaire households. This year’s survey takes a close look at Gen X/Y millionaires — who they are, their lifestyles, how they’re investing, and where they turn for help.
