Colton Pence named CEO of AdvisorBOB
AdvisorBOB is proud and excited to announce that Colton Pence has been promoted to CEO.
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 …
