Articles
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…
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…