RIA Trends & Wealth Management News

March 23, 2020

How RIA lenders are adjusting to the health crisis and market crash

The spread of the coronavirus and ensuing market volatility doesn’t seem to be curbing advisors’ appetite for loan financing for mergers and acquisitions . But how do banks feel about lending to RIAs…

Learn More

March 20, 2020

A Recession Won't Stop RIA Buyers or Torpedo Valuations. Here’s What It Will Do.

“Tell me the price and I’ll tell you the terms.” Fallout from the coronavirus might cause the U.S. economy to shrink as much as 14% in the second quarter, a chief economist at JPMorgan said Wednesday…

Learn More

March 17, 2020

RIAs clamber to refinance as rates plunge; inquiries up 12x

‘It’s hard to argue against refinancing in this environment where advisors can almost certainly lock in lower rates,’ said SkyView CEO Scott Wetzel.

Learn More

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…

Learn More

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…

Learn More

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…

Learn More

You’re prepared.

Let's Get Started