Articles
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…
State of the Rates: Why M&A in the Wealth Management Industry Has Remained Resilient
By Katie Bruner & Aaron Halser Featured in Wealth Management.com's 2023 Midyear Outlook Following a decade-long period of historically low interest rates, the Federal Reserve embarked on a…
SkyView Launches Digital Banking for RIAs and IBDs
White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions. By…
Advisor Tech Talk
It was an extremely busy week in advisor tech, and most of the headlines came from new or littlle-known wealth tech firms. Oh sure, we had big AI-related announcements from Capco and from JPMorgan…
SkyView Launches Digital Banking Solution For Advisors’ Clients
Advisor Loans Provider Launches SKYVIEW 1 White Label App And Dashboard To Offer Private Banking Services To HNW Clients, Including Checking And Savings Accounts By Chris Latham…
Succession Planning is Driving Consolidation Among Wealth Managers
Surging growth among wealth managers and the need to consolidate the fragmented RIA industry are drawing more private equity firms to the sector, often backing consolidators and even sub-consolidators…