Articles

May 19, 2023

The SkyView Advisor Financing Process

At SkyView, we understand applying for wealth management financing is something many advisors have not done before. Our experienced relationship managers, credit and underwriting team have…

May 16, 2023

Refinancing SBA Debt to a Conventional Commercial Loan: A Guide for Financial Advisors

As a financial advisor, you understand the importance of efficiently managing your clients' debt and finances. However, managing your own debt is equally important when it comes to running a wealth…

May 11, 2023

CI equity sale seen as endorsement of higher wealth management valuations

The sale of the 20% equity stake values the US wealth unit, CI Private Wealth, at $5.3 billion, and it postpones the planned IPO. Investment News - The sale of a 20% private ownership stake in CI…

May 04, 2023

SkyView Financing Report: M&A Insights

If you're considering an M&A transaction in the near future, it's crucial to keep up-to-date on the latest M&A trends. Check out SkyView's new Financing Report for valuable insights into our…

April 26, 2023

Borrower Best Practices: Tips for Financial Advisors

Banks prefer working with borrowers who behave well. As a financial advisor, building a good relationship with your bank partner is crucial for maintaining good credit ratings, ensuring the health of…

April 18, 2023

Internal Succession: Is it a Reality for Your Wealth Management Practice?

Are you considering an internal succession plan for your wealth management practice? While it may sound like a straightforward solution, some key factors must be considered to ensure it can be a…