『Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth』のカバーアート

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

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

無料で聴く

ポッドキャストの詳細を見る

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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

adbl_web_anon_alc_button_suppression_c
まだレビューはありません