RIA Trends & Wealth Management News

March 02, 2020

Mergers And Acquisitions Financing: External Vs. Internal Options

Forbes.com - Proactive small-business owners implementing a mergers and acquisitions strategy to grow enterprise value need to consider all financing options to fund their aspirations. Depending on…

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February 17, 2020

Deal Multiples Fall as RIAs Seek Bigger Loans: Report

Some sellers are accepting less while buyers take on more traditional debt to fund transactions, according to SkyView Partners. There were a record 132 mergers or acquisitions involving RIAs in 2019…

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January 14, 2020

Truelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors

Truelytics' Advisor Transition Management platform now connects financial advisors to SkyView's network of banks WELLESLEY, Mass., Jan. 14, 2020 /PRNewswire/ -- Truelytics , a B-to-B Enterprise SaaS…

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January 14, 2020

Truelytics Taps SkyView As Exclusive Lending Partner

Truelytics, a Wellesley, Mass.-based B-to-B Enterprise SaaS for financial advisors, has selected SkyView Partners in Wayzata, Minn., as its exclusive lending partner, according to a news release. The…

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January 09, 2020

New Business Financing Options Available To Financial Advisors and RIAs

As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these moves will increase. In this episode of…

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December 19, 2019

Wealth Management’s $90 Billion Appetite

SkyView Partners says the market for loans to wealth managers is set to boom. Wealth managers have collectively sought over $1 billion in financing though SkyView Partners since its founding less than…

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