FindBob

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

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

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

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

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

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

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

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

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

Part 2 coming soon -how we’re aligning AI with these values. #AI #EthicalAI #Innovation #fintech

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

Interesting read over at WM... Retirement Is Overrated for Many Advisors wealthmanagement.com/retirement-pla…

Enterprise transition management company @FindBoBLtd has been listed in the new #AIFinTech100 list! Check out the full list here: fintech.global/aifintech100/ #AI #FinTech

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-t…

Are you ready to sell? Succession planning expert, Roland Chan, closes off Day 1 of the #IFBToronto Fall Summit! @FindBoBLtd

CWB Maxium now sharing their thoughts on the market, M&A financing, structures and case studies at @IFBcanada

Thanks to @advisorca for including us in this important piece. Ensure client privacy when planning for succession advisor.ca/magazine-archi…

FINRA Issues New Guidance on Succession Planning as Population of Registered Representatives Ages jdsupra.com/legalnews/finr…

How succession planning can save your independent insurance agency at.law.com/9renP4?cmp=sha… via @PC_360

🇨🇦 Excited to share that @FindBobLtd, @Jauntins, @ParlayIdeas, and @EngaizIT were selected to the #CanadaFI50! See the full list at fi.co/50-CANADA Congrats, #founders: Roland Chan, Rainer Takahashi, Bobby McDonald, & @JaiChinnakonda @FoundingTO @KamalVC @SunilSharmaCo