Silver Oak Securities Expands Chicago Presence with the Addition of Lifetime Financial Group
$154M AUM Wilmette-Based Firm Strengthens Silver Oak’s Midwest Footprint Jackson, TN – December 18, 2024 – Silver Oak Securities, a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality of smaller firms announced today that Lifetime Financial Group has joined its growing network. Based in Wilmette, Illinois, Lifetime Financial […]
Silver Oak Securities Welcomes Pathway Financial Design, Expanding Midwest Presence
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience Jackson, TN – December 4 , 2024 – Silver Oak Securities, Inc., a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality smaller firms embrace with the back-office power and support typically reserved for large broker-dealer […]
From Practitioner to Visionary: The Key to Advisory Firm Growth
In an industry where organic growth has rapidly declined to just 4% annually, many financial advisors find themselves trapped in a cycle of operational tasks rather than focusing on what they do best: being visionary leaders for their firms. Recently, Silver Oak’s Billy Hopkins sat down with Randy Lambert, veteran fintech COO and Head of RIA […]
DWN: How Advisor Transitions Have Changed
Helping financial advisors transition smoothly and fearlessly has been part of Silver Oak’s DNA for years. But as the landscape evolves—thanks to new tech, regulations, and even a global pandemic—the process of switching firms remains complex, but less so, and even, dare we say, a bit easier? To get the latest scoop on what today’s […]
The Silver Oak Story: 25 Years Later
Billy Hopkins has always defied expectations. What he’s learned through 25 years running a B-D is the importance of a great team. Same with basketball. You need a few breaks along the way to be successful, but success in financial service takes a great team. “I absolutely could not have taken Silver Oak this far […]
Punching above our weight class, and winning!
Silver Oak Recognized as the Sixth Fastest-Growing IBD in America by InvestmentNews We didn’t start Silver Oak with the goal of winning awards or earning accolades. Our CEO, Billy Hopkins, founded the firm with a simple but unique vision – to do the right thing for independent financial professionals. You don’t always get rewarded for […]
A Guide to Building Your Firm’s Blueprint: Defining Your Next 10 Years
If you’ve ever built a house, or added onto your home, you know you need a detailed blueprint before breaking ground. Your contractors won’t just start framing without a plan in place for the materials, costs, roles, and process. A blueprint is critical for efficiency, communication, and accountability. The same idea applies to your firm. […]
Pinpointing a Legacy Firm in an M&A World
According to Wealthmanagement.com’s recently released 2023 M&A Outlook, advisory firm activity was on fire in 2022. Seventy percent of respondents to a survey conducted by Wealthmanagement.com and Informa Engage indicated that their firm had explored an acquisition, sale or merger in 2022, while 44% said their firm had actually executed an M&A deal.
A Partner Who Sees You for Who You Are
“I can’t wait to hear another ‘no’ from compliance” – said no one, ever!
The Race to the Bottom Is Over. Here Comes the Big Squeeze
Schwab’s Insurance Requirements and New SEC Regulations Drive Up Barriers to Independence
