Articles
Podcast: The Benefits of Conventional Loans vs SBA Loans for RIAs and Financial Advisors
Conventional commercial bank loans are a relatively new phenomenon for RIAs and independent financial advisors. According to Scott Wetzel, CEO of SkyView Partners there are several benefits to…
How Many Wealth Managers Received PPP Loans? No One Knows For Sure.
At least 1,436 investment advisory firms applied for and accepted money, according to the SBA. Evidence suggests that number could be off base. Hundreds of wealth management firms applied for and…
Podcast: A Roadmap for Buying a Financial Advisory Business
Katie Bruner, a Managing Partner at SkyView Partners, shares the details of the APBOE Action Plan for RIAs and independent financial advisors to discover and acquire practices in today's highly…
Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers
Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow. The COVID-19…
Podcast: How Changes in Unemployment Numbers May Affect Financial Advisors
According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high level of unemployment that are likely to impact financial advisors and RIAs in…
APBOE Launches a Roadmap for Buyers on How to Acquire Wealth Management Practices
A competitive pool of advisors looking to acquire practices drives the need to prepare early and ensure they are qualified for bank financing in order to gain an edge over other buyers. WAYZATA, MN. –…