Articles
SkyView Acquires Broker-Dealer to Start New Investment Bank to RIAs
Valuations are low and the seller experience needs to be improved. For two years, SkyView, a specialty lender to RIAs in need of cash for mergers, acquisitions, and succession plans, was searching for…
White Paper - Joe Biden: The Tax Man Cometh
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Podcast: Grow Your Practice by Acquiring Another Advisor’s Firm
Scott Danner, CEO of Freedom Street Partners shares what he has learned by acquiring the businesses of several financial advisors over the years. Scott also explains how working with Aaron Hasler and…
Podcast: A Behind the Scenes Look at the Creation of the RIA Lending Market
Only a few short years ago it was almost unheard of for a bank to lend RIAs and financial advisors money for business acquisitions, expansion, or any of the other use of capital needs that most…
RIA Lending Is Thriving, Despite the Pandemic
Both SkyView Partners and Live Oak Bank have experienced upticks in RIA borrowers. WealthManagement.com - SkyView Partners, the Minneapolis correspondent that connects registered investment advisors…
Podcast: Common Deal Killers for RIA Lending and How to Avoid Them
This week, join Jayne Christian, President of Lending, and Rob Perry, Chief Credit Officer, as they talk about what pitfalls cause a deal to fall apart for RIA lending. Preparing early for financing…