Articles
Selling Your Wealth Management Practice Isn't the End
For many advisors, the word "exit" feels too final. But selling your practice doesn’t mean walking away from your life’s work. In fact, succession can be a springboard into a more focused, fulfilling…
SkyView Partners Surpasses $1 Billion Funded
WAYZATA, MN. – October 3, 2024 – SkyView Partners, a leader in financing solutions for the wealth management industry, proudly announced funding over $1 billion in financial advisor loans since its…
How Financial Advisors Can Meet Rising Client Expectations
In our evolving financial landscape, client expectations are undergoing a significant transformation. Financial advisors are experiencing a shift where the once-prevailing lifestyle practice model is…
Why Working with Fewer Clients Can Help Advisors Close M&A Deals
Working efficiently and effectively is paramount in mergers and acquisitions (M&A). Advisors who prioritize their time and focus on a smaller set of clients often close the most lucrative deals.…
SkyView Partners Launches Industry's First Banking Indices
WAYZATA, MINNESOTA, USA, June 18, 2024 -- SkyView Partners announced the launch of two pioneering banking indices today. The SkyView Indices track domestic banks' average interest rate paid on…
Selling Your Wealth Management Practice Without Retiring
Many of our clients at SkyView challenge the conventional image of a seller in the wealth management industry. Unlike the typical notion of sellers being on the brink of retirement, numerous…