James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or pay off a note balance, or business owners seeking funds for acquisitions or succession planning.
The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
Economic concerns or not, holistic financial planning isn’t possible without having a full picture of the members of your client base and the presence of diverse advisors who reflect them.