Articles
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…
Selling Your Wealth Management Practice: Private Buyers vs. Private Equity Firms
Deciding on the future of your wealth management or financial advisory business may involve choosing between selling to a private buyer or a private equity firm. Each path has its distinct advantages…
To Buy or to Sell | Maximizing Wealth Management Practice Value as a Mid-Career Advisor
In the wealth management industry, seasoned financial advisors can often experience a mindset shift when it comes to pursuing an acquisition vs selling their practice. Initially viewing themselves as…