Post by Live Oak Bank

Live Oak Bank recently hosted our 2026 Investment Advisor Summit, at the Wilmington, NC Headquarters. The team brought together professionals from across the industry for a focused exchange of ideas, insights and perspectives shaping today’s market. Throughout the summit, attendees engaged in thoughtful discussions around the trends, challenges and opportunities impacting investment advisors and their businesses. The event created an environment for meaningful dialogue, collaboration and relationship-building among peers and partners. We’re grateful to all who joined us and contributed to the conversations that continue to drive this industry forward. 🎥 Watch the recap: https://lnkd.in/eDMbunTN Member FDIC.