Articles
CI equity sale seen as endorsement of higher wealth management valuations
The sale of the 20% equity stake values the US wealth unit, CI Private Wealth, at $5.3 billion, and it postpones the planned IPO. Investment News - The sale of a 20% private ownership stake in CI…
SkyView Financing Report: M&A Insights
If you're considering an M&A transaction in the near future, it's crucial to keep up-to-date on the latest M&A trends. Check out SkyView's new Financing Report for valuable insights into our…
Borrower Best Practices: Tips for Financial Advisors
Banks prefer working with borrowers who behave well. As a financial advisor, building a good relationship with your bank partner is crucial for maintaining good credit ratings, ensuring the health of…
Internal Succession: Is it a Reality for Your Wealth Management Practice?
Are you considering an internal succession plan for your wealth management practice? While it may sound like a straightforward solution, some key factors must be considered to ensure it can be a…
The Augmented Advisor: SVB Hot Takes
The Augmented Advisor: SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors Scott Wetzel, CEO of SkyView Partners, joins Jason Henrichs, CEO of Alloy Labs Alliance…
Borrower Briefing: Borrower Best Practices - March 2023
Aaron Hasler, Managing Partner and Co-Founder at SkyView, and Rob Perry, SkyView’s Chief Financial Officer, join Mike Langford for an exploration of "Borrower Best Practices." Relationships matter…