AdvisorBOB Team: Mac Ryan
In our latest AdvisorBOB Team Feature, we are excited to highlight Mac Ryan! As a Business Development Associate, Mac is responsible for driving new business to the firm and assisting in the continued growth of AdvisorBOB’s presence in the fintech space. Mac’s incredible work ethic and drive have been instrumental in developing and growing the AdvisorBOB […]
AdvisorBOB Acquires Securities Back Office Solutions, Inc.
AdvisorBOB©, a platform for advisor compensation, has agreed to acquire Securities Back Office Solutions, Inc. (SBOS), a fintech platform offering compensation, compliance, and commission reporting for broker-dealers, advisory firms, banks, and insurance companies. This acquisition marks a significant expansion for AdvisorBOB, enhancing its functionality, clientele, reporting capabilities, and leadership. The principal owners of SBOS have […]
AdvisorBOB Team: Nafisa Saunders
In our latest AdvisorBOB Team Feature, we are excited to highlight Nafisa Saunders! Nafisa joined the AdvisorBOB Operations team almost a year and a half ago. A recent graduate of Eastern University with a Master of Science in Data Science, Nafisa ensures that AdvisorBOB’s operations and projects run smoothly. AdvisorBOB is consistently adding new features […]
AdvisorBOB Spotlight: Insurance
AdvisorBOB is continually adding new features to our platform to ensure our solution provides maximum value to our advisor firms. One feature we recently made upgrades to is the Insurance tab. The insurance tab has an all-new page layout, along with updated fields and configurations that provide additional options for insurance products. The new software […]
AdvisorBOB Spotlight: Adjustments
AdvisorBOB is committed to making compensation as easy as possible for advisors. Advisor compensation adjustments are a reality for any RIA. AdvisorBOB provides the ease and flexibility to create debits or credits, customize by time period, view and edit adjustments as needed, and create rep-specific adjustment reports to ensure accuracy. Alleviate the pain of RIA […]
The Advantages of BOBValue
BOBValue from AdvisorBOB allows advisors to access their book of business valuation, right in their AdvisorBOB account upon login. AdvisorBOB provides advisors with an accurate, real-time valuation based on client information and monthly compensation metrics. Now with BOBValue accessing an advisor’s book of business valuation is quick, easy, and accurate. Why is BOBValue important? 1. […]
Colton Pence named CEO of AdvisorBOB
AdvisorBOB is proud and excited to announce that Colton Pence has been promoted to CEO. Colton has done an incredible job spearheading the firm’s explosive growth, now servicing more than 2,500 advisors with over $100 billion in assets, building strong relationships and bringing together an incredible AdvisorBOB team. In a variety of roles at the […]
SEC Targeting Advisor Compensation in 2024
Late in 2023, the Securities and Exchange Commission announced the examination targets their investigators will be zeroing in on in 2024. Among other things, advisor compensation was listed as a specific area of focus for the SEC. The SEC will assess “alternative ways that advisers try to maximize revenue, such as revenue earned on clients’ […]
New Feature: Financial Plan Integrations
AdvisorBOB has been directly integrated with both DocuSign and Stripe. Advisors can now create, save, and send out financial plans directly in the AdvisorBOB interface. Client signatures and fees are now able to be collected via DocuSign and Stripe within the AdvisorBOB secure online platform. We have also enabled a Stripe section directly inside the […]
New Feature: System Overview Tab
AdvisorBOB loves client feedback, and one of our most important features has been created to meet our clients’ needs. We all know how complex compensation can be, and the System Overview tab will boost the efficiency of the software. The tab is located at the bottom of the navigation menu, available to all users. This […]
