In this episode, David Armstrong is joined by James Hughes. head of investment advisory at Live Oak Bank, to discuss how and why Live Oak became one of the earliest lenders to RIAs, helping facilitate succession plans and the rise of mergers and acquisitions. Hughes has a bird’s eye view on the RIA industry, peering …  Read More  Read More

In this episode, David Armstrong is joined by James Hughes. head of investment advisory at Live Oak Bank, to discuss how and why Live Oak became one of the earliest lenders to RIAs, helping facilitate succession plans and the rise of mergers and acquisitions. Hughes has a bird’s eye view on the RIA industry, peering … Read More Read More

Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth

In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space.  Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios.  There will be a lot more covered in these discussions so be sure to mark this series for the future.  Enjoy!

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In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space. Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios. There will be a lot more covered in these discussions so be sure to mark this series for the future. Enjoy!

Share Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth

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Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth

Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth