Like financial advisors, executives at RIAs, broker-dealers, consulting groups, compliance firms and businesses focused on financial technology are very busy people. We managed to ask about a dozen industry leaders about their favorite books and why these texts matter to them in late 2023.
Some executives shared books about management, entrepreneurship and innovation, while others described texts that dig into financial issues, problem solving and communications. Other topics include health and wellness, the rise of cryptocurrencies and the much-covered fall of one firm.
Check out the gallery above, whether you’re looking for lessons in leadership yourself or potential gift ideas for colleagues, friends and family. Some answers have been edited for length.