@FindBoBLtd

Enterprise platform that provides a vastly improved way to encourage better transition behaviour within insurance and financial institutions #InsurTech #FinTech

 Toronto & Waterloo
findbob.io
Joined December 2014
  • Tweets1.4K
  • Following180
  • Followers320
195Media
Kovack Financial Network launches private succession platform for advisors investmentnews.com/independe…

Kovack Financial Network launches private succession platform for advisors

KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.

investmentnews.com
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Excited to collaborate with @kovacksec on KFN Succession Centers. Delighted to partner with an organization that’s passionate about supporting their advisors’ growth and succession needs. businesswire.com/news/home/2…

FindBob and Kovack Financial Network Launch the “KFN Succession Center,” a Private Succession and...

Collaboration between Kovack and FindBob for release of new KFN Succession Center

businesswire.com
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Bridging the Gap: Tackling the Financial Advisor Shortage hubs.ly/Q03dmSbb0

Bridging the Gap: Tackling the Financial Advisor Shortage

Explore the urgent issue of the financial advisor shortage as we approach 2034. Discover innovative recruitment strategies, retention tactics, and the role of technology in empowering advisors. Learn...

findbob.io
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Succession Planning: A Global Challenge for Financial Advisors hubs.ly/Q03c5qvh0

Succession Planning: A Global Challenge for Financial Advisors

Succession planning is a global challenge for financial advisors, with many failing to prioritize it, risking business continuity and value. Proactive solutions are necessary for industry sustainab...

findbob.io
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Market Insights: 2025 Advisor M&A Review hubs.ly/Q038tbbZ0

Market Insights: 2025 Advisor M&A Review

Explore key insights from Succession Resource Group's 2025 Advisor M&A Review on market trends, valuations, and succession planning in the financial advisory sector. Read more here.

findbob.io
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Preparing for the M&A Wave: What Leaders Need to Know for 2025 hubs.ly/Q0380ZX50

Preparing for the M&A Wave: What Leaders Need to Know for 2025

Get ready for a surge in M&A activity in the RIA sector as optimism grows among executives. Discover the driving factors behind this shift and its implications for financial advisors and firms. Stay...

findbob.io
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Navigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034 hubs.ly/Q0360GFj0

Navigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034

Explore the challenges and strategies addressing the looming advisor shortage in the wealth management sector. With demand for personalized financial advice rising and a significant number of...

findbob.io
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Navigating the Future: Key Trends in RIA M&A for 2025 hubs.ly/Q035nkFf0

Navigating the Future: Key Trends in RIA M&A for 2025

Explore the evolving landscape of RIA mergers and acquisitions as we approach 2025. Discover key trends like the shifting role of private equity, the importance of historical growth metrics, and...

findbob.io
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Building a Leadership Factory: A Blueprint for Small Enterprises hubs.ly/Q0352hYm0

Building a Leadership Factory: A Blueprint for Small Enterprises

Learn how small enterprises can build a leadership factory to ensure resilience, continuity, and growth by developing future leaders aligned with company values.

findbob.io
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Succession Planning: A Critical Opportunity for Independent Broker-Dealers hubs.ly/Q034sX420

Succession Planning: A Critical Opportunity for Independent Broker-Dealers

Effective succession planning is crucial for independent broker-dealers to retain assets and support retiring advisors. Discover how FindBob's solutions can help.

findbob.io
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Preparing for the Unexpected: The Critical Role of Business Continuity Planning hubs.ly/Q0344NrN0

Preparing for the Unexpected: The Critical Role of Business Continuity Planning

Learn the critical role of business continuity planning to protect your financial advising practice against unforeseen events and ensure operational resilience.

findbob.io
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Verticalized AI agents are here, but how we build them matters. At FindBob, we prioritize trust, value, and ethics to empower advisors and enterprises. Read Part 1 of our blog inspired by "Agents Are Not Enough": hubs.ly/Q0340M9l0
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Part 2 coming soon -how we’re aligning AI with these values. #AI #EthicalAI #Innovation #fintech
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Interesting read over at WM... Retirement Is Overrated for Many Advisors wealthmanagement.com/retirem…

Retirement Is Overrated for Many Advisors

Statistically, continuing to work later in life is better for longevity as well as mental and financial health.

wealthmanagement.com
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Enterprise transition management company @FindBoBLtd has been listed in the new #AIFinTech100 list! Check out the full list here: fintech.global/aifintech100/ #AI #FinTech
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Humbled to be recognized by @Fintech_Global alongside 100 other incredible companies revolutionizing financial services through the use of artificial intelligence #AIFinTech100 findbob.io/aifintech100-top-…
FindBob named as one of the top 100 innovative companies developing AI technologies in Financial Services.

ALT FindBob named as one of the top 100 innovative companies developing AI technologies in Financial Services.

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Are you ready to sell? Succession planning expert, Roland Chan, closes off Day 1 of the #IFBToronto Fall Summit! @FindBoBLtd
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CWB Maxium now sharing their thoughts on the market, M&A financing, structures and case studies at @IFBcanada
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Thanks to @advisorca for including us in this important piece. Ensure client privacy when planning for succession advisor.ca/magazine-archives…
FINRA Issues New Guidance on Succession Planning as Population of Registered Representatives Ages jdsupra.com/legalnews/finra-…

FINRA Issues New Guidance on Succession Planning as Population of Registered Representatives Ages

On November 1, 2022, FINRA issued Regulatory Notice 22-23, which provides member firms with guidance on succession planning. Although the notice imposes no new legal or regulatory requirements,...

jdsupra.com
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