Articles

July 07, 2020

Podcast: The Benefits of Conventional Loans vs SBA Loans for RIAs and Financial Advisors

Conventional commercial bank loans are a relatively new phenomenon for RIAs and independent financial advisors. According to Scott Wetzel, CEO of SkyView Partners there are several benefits to…

July 07, 2020

How Many Wealth Managers Received PPP Loans? No One Knows For Sure.

At least 1,436 investment advisory firms applied for and accepted money, according to the SBA. Evidence suggests that number could be off base. Hundreds of wealth management firms applied for and…

June 29, 2020

Podcast: A Roadmap for Buying a Financial Advisory Business

Katie Bruner, a Managing Partner at SkyView Partners shares the details of an action plan for RIAs and independent financial advisor to discover and acquire a practice in today's highly competitive…

June 23, 2020

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow. The COVID-19…

June 16, 2020

Podcast: How Changes in Unemployment Numbers May Affect Financial Advisors

According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high level of unemployment that are likely to impact financial advisors and RIAs in…

June 11, 2020

APBOE Launches a Roadmap for Buyers on How to Acquire Wealth Management Practices

A competitive pool of advisors looking to acquire practices drives the need to prepare early and ensure they are qualified for bank financing in order to gain an edge over other buyers. WAYZATA, MN. –