Articles

October 03, 2024

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…

June 27, 2024

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…

June 20, 2024

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.…

June 18, 2024

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…

June 12, 2024

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…

April 24, 2024

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…