April 2018

In the recently posted article "How To offer More To Your Ideal Clients" by Grant Hicks dives deep into key questions pragmatic financial advisors in 2018 should be asking themselves. COMPETITION  Grant starts his article with this one question: "Who is your competition? Can you confidently make that...

Digitizing life insurance underwriting, servicing and client relationships. In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office...