Articles
Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers
Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow. The COVID-19…
Podcast: How Changes in Unemployment Numbers May Affect Financial Advisors
According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high level of unemployment that are likely to impact financial advisors and RIAs in…
APBOE Launches a Roadmap for Buyers on How to Acquire Wealth Management Practices
A competitive pool of advisors looking to acquire practices drives the need to prepare early and ensure they are qualified for bank financing in order to gain an edge over other buyers. WAYZATA, MN. –…
White Paper: Workers Returned at a Record Pace, but Unemployment Remains at Depression Era Levels
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Podcast: Business Financing 101 for Independent Financial Advisors and RIAs
Scott Wetzel, CEO of SkyView Partners continues his conversation with Mike Langford. In this episode, Scott explains the importance of access to traditional commercial loans for today's independent…
Podcast: How SkyView Partners is Changing the Financing Landscape for Independent Advisors and RIAs
Scott Wetzel, CEO of SkyView Partners joins Mike Langford to share the origin story of the SkyView and how the company's team is helping independent financial advisors and RIAs achieve their goals for…