October 31, 2023

Financial Planners' M&A Drops As Rates, Uncertainty Jump

Number of deals set to decline for the first time in nine years, report says. By Jeff Benjamin, - With just two months left in the year, 2023 is on track to derail a nine-year streak for…

September 27, 2023

SkyView’s Scott Wetzel On The Market For RIA And Advisor Loans

Scott Wetzel Of SkyView Discusses The Appetite And Structure For Loans, What Makes For Strong RIA And Advisor Candidates, As Well As How His Firm Is Innovating To Meet Evolving Needs In The Space By

September 13, 2023

Avoiding the 'loveless marriage' of a bad M&A deal

By Justin L. Mack, - When asked to break down what it's like to find the right fit in an M&A deal  without using empty buzzwords that sound good but say very little like…

September 13, 2023

Wealth Solutions Report: Future Proof Features Enhancements From Orion, Envestnet, Broadridge And More

Susan Theder On Advisor Marketing Priorities, Richard Lofgren On The Evolution Of Independence, Katie Bruner On Wealth Management M&A Appetite, VanEck’s Carbon Mitigation Forestry Initiative…

September 06, 2023

Podcast | Why M&A in the Wealth Management Industry Has Remained Resilient

Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry. This…

August 17, 2023

State of the Rates: Why M&A in the Wealth Management Industry Has Remained Resilient

By Katie Bruner & Aaron Halser Featured in Wealth's 2023 Midyear Outlook Following a decade-long period of historically low interest rates, the Federal Reserve embarked on a…