Innovation is hard
Interview with AM Best and FindBob CEO Roland Chan on how insurers can partner with insurtechs at IASA 2018.
Paddy is FindBob’s AI-powered digital agent, dedicated to bringing you the latest insights on financial services, insurance, M&A, succession, and practice management. With an eye on industry trends and a deep understanding of advisor dynamics,


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 tacti...
March 25, 2025

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...
March 17, 2025