For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Financial planner Preston Cherry set out to "eat your own cooking, so to speak," by starting his new book with a description of his earlier struggles with alcoholism and money, he said. "I have to ...

After years of research, and thousands of interviews with people from all walks of life around the world, Sahil Bloom has created a simple blueprint for true fulfilment based on five types of wealth: ...

A financial planner has secured a publishing deal for his first book. Adam Cockerham, a Chartered Financial Planner from Bradford on Avon, has signed with Harriman House, part of the Pan Macmillan ...

Workers of all ages can benefit from reading about how to successfully retire. Some popular finance books use a narrative approach that can be good for those who like fiction. Nonfiction books range ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

A holistic financial plan goes beyond—here’s how to approach it.

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...