Articles

January 14, 2020

Truelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors

Truelytics' Advisor Transition Management platform now connects financial advisors to SkyView's network of banks WELLESLEY, Mass., Jan. 14, 2020 /PRNewswire/ -- Truelytics , a B-to-B Enterprise SaaS…

January 09, 2020

New Business Financing Options Available To Financial Advisors and RIAs

As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these moves will increase. In this episode of…

December 19, 2019

Wealth Management’s $90 Billion Appetite

SkyView Partners says the market for loans to wealth managers is set to boom. Wealth managers have collectively sought over $1 billion in financing though SkyView Partners since its founding less than…

December 04, 2019

RIA Owners Need to Sell and Take the Cash Before It’s Too Late

To the detriment of clients and the industry, advisors refuse to acknowledge a window of opportunity, according to observers. RIAIntel.com - Stuart Silverman understands the challenges owners face in…

November 27, 2019

Funding Secured: How RIAs Can Woo Banks Into Lending Them Money

Old-school business tactics can go far in landing a much-needed loan. RIAIntel.com - SkyView Partners, a Minneapolis-based company that matches RIAs with a network of banks willing to give advisors…

October 17, 2019

M&A wrap: Riverside, HGGC, KKR, MLB, Skyview Partners, Morningstar, Most Influential Women

Mergers & Acquisitions - The Riverside Co. has created an advisory board to help the firm find deals in the food flavors and ingredients sector. "Riverside has been closely tracking the industry…