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

Nerd's Eye View

In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients. Read More.

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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine.

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

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Adviser links: focused on people

Abnormal Returns

Podcasts Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. citywire.com) How to learn about financial planning on the cheap.

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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing. Here is a broad overview of each of the 10 main sections, which can help you quickly grasp the key ideas in the book. Poor Advice : Why is there so much bad advice? Good Advice : 10.

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Personal finance links: financial stress

Abnormal Returns

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." slate.com) Personal finance Financial planning is all about tradeoffs. barrons.com) Financial stress is real. moneytalks101.substack.com)

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.