Articles

September 13, 2023

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…

September 06, 2023

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…

August 17, 2023

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…

August 07, 2023

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

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