SEC Targeting Advisor Compensation in 2024
Late in 2023, the Securities and Exchange Commission announced the examination targets their investigators will be zeroi …
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 …
2023 AdvisorBOB Year in Review
2023 was another banner year for AdvisorBOB. We added a ton of new features to the platform, continued to build out our …
Choosing Advisor Compensation Software
Finding the right compensation tool as a Registered Investment Advisor is crucial for the success of any financial pract …
AdvisorBOB New Feature: System Overview
AdvisorBOB has new features on the way! Be on the lookout for a new System Overview tab accessible to all users in the n …
AdvisorBOB Spotlights: Rep IDs
Did you know AdvisorBOB’s Rep IDs tab allows firm administrators versatility when creating new rep IDs? AdvisorBOB provi …
AdvisorBOB Spotlight: Total Billed by Account Group Report
AdvisorBOB’s Total Billed by Account Group Report allows advisors and firm administrators to easily view the breakdown o …
AdvisorBOB Spotlight: Financial Plans
AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associate …
Report Highlight: Commission Statements
The Commission Statement report allows advisors to view a condensed fee details report with an expense and payout summar …
Report Highlight: Financial Plans
AdvisorBOB’s Financial Plans report allows advisors and firm administrators to easily view all financial plans associate …
