Leadership &Succession Planning
What Advisors Should (andShouldn’t) Learn From Jeff Bezos
By Jeff Berman
Industry experts weigh in on hisapproach to technology and successionplanning as he prepares to step aside asAmazon’s CEO.
Social Security Strategies: HowAdvisors Can Best Help ClientsBuild Retirement Income
By Jason Fichtner and Michael Finke
Claiming early can be tempting forclients, which means advisors have toovercome their behavioral biaseswith analysis that maximizesthe value of this criticalretirement income stream.