Articles

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 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 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?…

June 29, 2023

Market Pricing Analysis | What Does The Market Say About Your Multiple?

VALUATION VS. MARKET VALUE Do you know how a potential buyer would analyze your company? Traditionally, registered investment advisors (RIAs) rely on a practice valuation to tell them what their…

June 28, 2023

Float Into Future Fed Moves | Interest Rate Options for Advisors

If you're an advisor seeking funding for acquisitions, you may have concerns about the current uncertainty surrounding the interest rate environment. However, at SkyView, we understand your needs and…