Articles

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…

October 10, 2019

OkCupid for advisors: M&A matchmaking service debuts

FinancialPlanning.com - A new digital matchmaker has opened up shop for financial advisors looking to buy or sell an RIA.  Lending firm SkyView Partners  has launched the Advisory Practice Board of…

October 10, 2019

SkyView Launches Online M&A Platform

SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.…

September 23, 2019

Exit Strategies and Conventional Bank Lending Solutions with SkyView Partners

Aaron Hasler, Managing Partner of SkyView Partners sits down with Matt Ackerman of Investment News to discuss how SkyView is simplifying the exit process for advisors in the wealth management industry with conventional bank financing.