Articles
Deal Multiples Fall as RIAs Seek Bigger Loans: Report
Some sellers are accepting less while buyers take on more traditional debt to fund transactions, according to SkyView Partners. There were a record 132 mergers or acquisitions involving RIAs in 2019…
Truelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors
Truelytics' Advisor Transition Management platform now connects financial advisors to SkyView's network of banks WELLESLEY, Mass., Jan. 14, 2020 /PRNewswire/ -- Truelytics , a B-to-B Enterprise SaaS…
Truelytics Taps SkyView As Exclusive Lending Partner
Truelytics, a Wellesley, Mass.-based B-to-B Enterprise SaaS for financial advisors, has selected SkyView Partners in Wayzata, Minn., as its exclusive lending partner, according to a news release. The…
New Business Financing Options Available To Financial Advisors and RIAs
As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these moves will increase. In this episode of…
Wealth Management’s $90 Billion Appetite
SkyView Partners says the market for loans to wealth managers is set to boom. Wealth managers have collectively sought over $1 billion in financing though SkyView Partners since its founding less than…
RIA Owners Need to Sell and Take the Cash Before It’s Too Late
To the detriment of clients and the industry, advisors refuse to acknowledge a window of opportunity, according to observers. RIAIntel.com - Stuart Silverman understands the challenges owners face in…