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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of "Recommended (Book) Reading for Financial Advisors", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

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Are PEPs the Wild West or Are They a Way to Tame It?

Wealth Management

allowed financial service providers to act as the pooled plan provider, the question is whether PEPs are the Wild West, with programs popping up like frogs during a monsoon. The recent JP Morgan plan sponsor survey is telling, with 55% indicating that they are not fiduciaries or are unsure, up from 47% in 2015.

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Paytm competitor Plans ₹12,900 Cr IPO: Will it affect the company?

Trade Brains

Founded back in 2015, the company rapidly scaled its operations. Expect aggressive expansion into new financial services segments. This financial muscle is vital for intense sector competition. 9,978 Cr) from its broader financial services ecosystem. billion capital infusion will turbocharge its ambitions.

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Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

Lastly, the full year was negative in 1994 and 2015 after no Santa. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). This is quite confounding.

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Market Commentary: There’s Something About August

Carson Wealth

2015 had the first 1,000 Dow point drop ever after the surprise Chinese yuan devaluation. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. 1997 had the Asian Contagion, 1998 the Russian Default, and 2010 the European Banking Crisis.

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Market Commentary: Stocks Resilient Despite DeepSeek, Tariff Talk

Carson Wealth

DeepSeek was founded by a quantitative trading firm in China, one of China’s largest (they had $15 billion of assets in 2015, but this dropped to $8 billion by 2021). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Jay Shah Net Worth 2025: ICC Chairman’s Wealth, Income Sources & Business Empire

Trade Brains

He is a director at Temple Enterprise and holds a majority (60%) stake in Kusum Finserve, a financial services firm. Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth. Business Ventures: Shah’s wealth is primarily driven by his business interests.