Articles
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, ETF.com - With just two months left in the year, 2023 is on track to derail a nine-year streak for…
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…
Avoiding the 'loveless marriage' of a bad M&A deal
By Justin L. Mack, FinancialPlanning.com - 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…
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…
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…