What are the industry's best and brightest reading this summer?

Top literary picks for when you want to improve your business or enjoy a fun beach read

May 22, 2015 @ 12:45 pm

By Ellie Zhu

As the summer begins, it's time to pull together the definitive summer reading list for advisers. InvestmentNews has collected book recommendations from some of the leaders of the industry to help advisers prepare for their downtime. Below, find the 24 books these thought leaders are buzzing about, split between more professionally focused reads and just-for-fun books to help pass this summer's free time.

  • Ruediger Adolf
    Founder and CEO, Focus Financial Partners
    Professional Read

    Name: What it Takes
    Author: Charles D. Ellis
    Reason for Recommending: “Creating, growing, and inspiring a successful professional services firm is a daunting challenge, and Charles provides fascinating insights by learning from the very best.”
    Fun Read

    Name: Civilization, The West and the Rest
    Author: Niall Ferguson
    Reason for Recommending: “With the emergence of China as an economic and political powerhouse, the West has to recommit to the values that have made our civilization so successful, and success is about more than just economics.”
    Next: Ron Carson
Interactive design by Ellie Zhu


What's on your reading list this summer?

View comments

Recommended for you

Upcoming Event

Oct 23


Women Adviser Summit - San Francisco

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.... Learn more

Featured video


FPA's Shannon Pike: What's next for the financial advisory profession?

As we head toward 2019 and beyond, regulation and compensation will continue to dominate the headlines. Shannon Pike of the FPA explains.

Latest news & opinion

LPL rolls back recruiting policy aimed at driving more assets to its corporate RIA

LPL erases $50 million hurdle for new advisers to join so-called hybrid firms.

Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

Last year's stock market gains helped advisers turn in solid growth in assets and revenue, but that growth could disappear in the next market downturn.

Divided we stand: How financial advisers view President Trump

InvestmentNews poll finds 49.2% approve of his performance, while 46.7% disapprove. How has that changed over the course of his presidency?

10 states with the most college student debt

Residents of these states have the most student debt when you consider their job opportunities.

Ex-Wells Fargo brokers sue for damages, claiming they lost business in wake of scandals

In a Finra arbitration complaint, two brokers allege that Wells Fargo's problems damaged their business.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print