April 02, 2020

How Financial Advisors and RIAs Can Benefit From the CARES Act - The Coronavirus Aid, Relief and Economic Security (CARES) Act, passed into law on March 27, 2020, is intended to provide emergency relief to individuals and businesses to help…

April 02, 2020

WEBINAR: CARES Act & Paycheck Protection Program

With the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act and the Paycheck Protection Program (PPP), financial advisors and many of their clients can qualify for assistance…

April 01, 2020

Financial Advisory Firms Eyeing Government’s Loan Assistance Program

Lenders to RIAs are scrambling to make sense of the requirements as advisory firms have an opportunity to take advantage of a forgivable loan program designed to help them meet payroll during the…

March 23, 2020

How RIA lenders are adjusting to the health crisis and market crash

The spread of the coronavirus and ensuing market volatility doesn’t seem to be curbing advisors’ appetite for loan financing for mergers and acquisitions . But how do banks feel about lending to RIAs…

March 20, 2020

A Recession Won't Stop RIA Buyers or Torpedo Valuations. Here’s What It Will Do.

“Tell me the price and I’ll tell you the terms.” Fallout from the coronavirus might cause the U.S. economy to shrink as much as 14% in the second quarter, a chief economist at JPMorgan said Wednesday…

March 17, 2020

RIAs clamber to refinance as rates plunge; inquiries up 12x

‘It’s hard to argue against refinancing in this environment where advisors can almost certainly lock in lower rates,’ said SkyView CEO Scott Wetzel.