Articles
RIA Lending Is Thriving, Despite the Pandemic
Both Skyview Partners and Live Oak Bank have experienced upticks in RIA borrowers. WealthManagement.com - SkyView Partners, the Minneapolis correspondent that connects registered investment advisors…
Podcast: Common Deal Killers for RIA Lending and How to Avoid Them
This week, join Jayne Christian, President of Lending, and Rob Perry, Chief Credit Officer, as they talk about what pitfalls cause a deal to fall apart for RIA lending. Preparing early for financing…
Podcast: How the COVID-19 Pandemic is Impacting Lending for RIA Mergers and Acquisitions
Aaron Hasler, a Managing Partner at SkyView Partners focusing on helping RIAs navigate the mergers and acquisition process explains how the COVID-19 pandemic is impacting the landscape for deals. To…
Podcast: How to Make Fast Business Moves with NASCAR Driver Tommy Joe Martins
Tommy Joe Martins, driver of the SkyView Partners #44 Camaro in the NASCAR Xfinity Series joins Scott Wetzel and Mike Langford fun conversation about why fast cars are more fun than golf and the value…
Podcast: Why You Should Get an Independent Valuation and Understand Your Firm's KPIs
Terry Mullen, CEO of Truelytics, joins Scott Wetzel, CEO of SkyView, to share their insight on why an independent valuation is important for a wealth management practice. In addition, they discuss: …
Podcast: How to Navigate the Emotional Side of Selling a Financial Advisory Firm
Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work…