Articles

August 01, 2023

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…

July 31, 2023

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

July 27, 2023

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…

July 27, 2023

SKYVIEW 1 Launches Digital Banking Platform

White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M…

July 18, 2023

Securing Advisor Business Loans For M&A, Succession Planning And More

Experts From SkyView Partners, Live Oak Bank And LaSalle St. Explain How Advisors Obtain Favorable Terms, Expedite The Application Process And Use Capital To Grow By Chris Latham

July 11, 2023

Podcast | How Financial Advisors Can Grow Beyond a Business Plateau

Are you tired of hitting plateaus in your business growth strategy between acquisitions? Are you eager to maximize your return on investment from an acquisition by fostering greater organic growth?…