Lack of funding is one of the major burdens borne by many would-be independent advisors. It can act as a barrier to starting a firm, limit growth and diminish options for a successful succession plan. Live Oak Bank is looking to change that...
The problem with most client-facing portals for financial advisors is that they take a one-size-fits-all approach.
But advisors have different types of clients, with different profiles, goals and preferences. And given that the financial advis...