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Thought Leadership in Action

What Advisors Should (and Shouldn't) Learn From Jeff Bezos

Joel Bruckenstein, David DeVoe, Doug Boneparth and others discuss Bezos' approach to tech and succession planning as he prepares to step aside as Amazon CEO. Jeff Berman . ThinkAdvisor, Feb. 3, 2021 One day after Jeff Bezos said he was stepping down as CEO of Amazon, financial industry experts are speaking out about the lessons advisors can learn from the success of both Bezos and the $1...

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For Financial Advisers: Business Trends to Watch in 2021

ROGER WOHLNER, TheStreet, JAN 4, 2021 From virtual meetings and sustainable investing to succession plans, here are 2021 strategies for financial advisory firms. As we look ahead into 2021, it will be interesting to see what’s next for the financial advisory business. We saw changes in the financial advisory landscape in 2020 due to the COVID-19 pandemic. In some cases the pandemic accel...

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