Articles

April 17, 2020

RIA Valuations, Financing Options Remain Strong: Echelon

The wealth management sector remains “super healthy” despite the pandemic, managing partner Dan Seivert says. RIA valuations and the amount of available debt financing for M&A transactions…

April 14, 2020

WEBINAR: Paycheck Protection Program and the Value of a Community Bank Partner

As financial advisors receive varying receptivity from their respective banks for Paycheck Protection Program loans, SkyView Partners hosted a webinar on the value of having a community bank partner.…

April 09, 2020

COVID-19 throws a curve ball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own

M&A rainmakers hedge their bets on how deep COVID-19 will drive cuts to RIA sale prices, although first quarter market has been stable. The COVID-19 pandemic sweeping the world took RIA valuations…

April 06, 2020

M&A Loan Requests Spike

SkyView Partners, which matches RIAs and lenders, has seen a surge in loan requests from firm principals mostly focusing on partial sales.​ WealthManagement.com - The coronavirus may have moved many…

April 02, 2020

How Financial Advisors and RIAs Can Benefit From the CARES Act

Truelytics.com - The Coronavirus Aid, Relief and Economic Security (CARES) Act, passed into law on March 27, 2020, is intended to provide emergency relief to individuals and businesses to help…

April 02, 2020

WEBINAR: CARES Act & Paycheck Protection Program (PPP) for the Wealth Management Industry

With the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act and the Paycheck Protection Program (PPP), financial advisors and many of their clients can qualify for assistance…