Best books to read 2017 nytimes4/15/2023 ![]() ![]() ![]() ![]() “Bernie would never screw you” or a variation of that phrase is what was often conveyed about Bernard L. Mitch Anthony and Paul Armson make the argument to transform your practice into one that considers the goals and lives of clients first in Life Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued. Then, as you know, assets under management (AUM) rule the world of financial professionals. The book is part confessional and part an attempt by Madoff to rewrite his role in the narrative.Įllen Carr and Katrina Dudley’s Undiversified: The Big Gender Short in Investment Management makes the case for having more women in investment management, which now stands at a scant 10%. Jim Campbell’s Madoff Talks: Uncovering the Untold Story Behind the Most Notorious Ponzi Scheme in History tells the story of Bernard “Bernie” L. We begin our list with the best overall book, which lays out a cautionary tale of a once-respected financial professional who was leading a double financial life, duping his clients worldwide to the tune of $65 million. Our book choices help you navigate what’s before you. However, in your professional world, there’s also hype and bravado and, yes, criminal activity and fraud, which may litter your journey. As financial professionals, honesty, trustworthiness, skill, and knowledge matter to clients, as you help them make important decisions about their lives and future. ![]()
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