Sunday, September 25, 2022
HomeWealth ManagementStay Oak’s James Hughes on Underwriting RIA Progress

Stay Oak’s James Hughes on Underwriting RIA Progress


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On this episode, David Armstrong is joined by James Hughes. head of funding advisory at Stay Oak Financial institution, to debate how and why Stay Oak turned one of many earliest lenders to RIAs, serving to facilitate succession plans and the rise of mergers and acquisitions. Hughes has a chook’s eye view on the RIA trade, peering into the small print of the companies his financial institution works with and shares insights into what makes a agency invaluable within the eyes of the market. 

Hughes discusses:

  • How SBA loans work inside succession planning and M&A markets
  • What kind of loans Stay Oak Financial institution presents to funding advisors
  • How the rise in competitors modified the advisor panorama
  • The way forward for M&A in a down market and doable recession
  • How Stay Oak responded to the flood of PPP loans it administered in the course of the early days of the COVID-19 pandemic.

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