Bionic Advisor Interview Series: Michael Thorpe

At Finaeo, we believe the future of financial advice is “Bionic” — a combination of automated technology and the required human touch to provide an unmatched client experience. In our “Bionic Advisor” interview series, we are highlighting the personal stories of advisors and how they leverage technology…

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Bits & Bytes: The Financial Advisor Technology Landscape in Early 2017

In this week’s Bit’s & Bytes we answer a question from one of our readers: I have...

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The Five Reasons Millennials Should Become Financial Advisors

So I’ve recently been spending a lot of time in conversation with younger financial advisors (for...

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It’s Time For Financial Advisors to Become Bionic Advisors – Are You Ready?

“The Fourth Industrial Revolution is still in its nascent state. But with the swift pace of chang...

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Community Focus: Jon Corrigan & How Financial Advisors Must Evolve to Survive

Today, we are doing an exciting blog written by Finaeo friend, Jon Corrigan. Jon co-owns Corrigan...

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The Five Things a Financial Advisor Should Do During Spring Break

So, RRSP season is done and over with. If you’re anything like the advisors in the Finaeo communi...

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Community Focus: Teighan Malloy on Being a Millennial & Succession Planning

Teighan Malloy is a millennial financial & insurance advisor. Today, she talks to us about the ch...

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