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

  • Jul 14 2022
  • Length: 36 mins
  • Podcast

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

  • Summary

  • 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 …

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