RIA Trends & Wealth Management News

July 29, 2019

How Senior Advisors Can Get the Best Sales Prices

Sellers should execute a well-defined search procedure to get the most favorable terms from outside buyers. ThinkAdvisor.com - In today’s ultra-competitive landscape for acquiring wealth management…

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June 26, 2019

SkyView Partners-Sponsored M32 Catamaran Wins 4th Annual Wayzata Match Cup

Victory Over Three Other Teams was SkyView Partners' Second Match Cup Win in Two Years Wayzata Match Cup is One of Six Competitions in the M32 North American Series WAYZATA, Minn., June 26…

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June 20, 2019

Financing for Your Future – Exit Strategies with Flexibility

Today’s independent and registered investment advisors have increased flexibility in how they monetize their ownership in the wealth management practice. The rapid evolution of bank financing options…

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June 17, 2019

SkyView Partners Sponsors Elite Competitor Lysanne Richard In Red Bull Cliff Diving World Series

Athletic Event in Polignano a Mare, Italy, Adds to SkyView's Growing List of Sports Sponsorships Along With Catamaran Sailing and Polo Sports Sponsorships Reflect SkyView's Commitment to Honoring the…

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May 23, 2019

How Cultivating A Millennial Culture Can Benefit Your Business

Forbes.com - It has become almost cliché to complain about the motivations and expectations of millennial workers, or even steps senior leaders can take to handle these employees. Is this generation…

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May 17, 2019

Better M&A Liquidity Means More Buyers, and Higher Deal Multiples, for Practice Sellers

Over the past few years, independent advisors looking to buy practices have started receiving better financing options from lenders. This has led to increased liquidity for them, and attracted more…

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