The Advisor Financing Forum Podcast Por SkyView Partners arte de portada

The Advisor Financing Forum

The Advisor Financing Forum

De: SkyView Partners
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The Advisor Financing Forum is a weekly podcast presented by SkyView Partners. The show is designed to bring you a wide range of conversations with a variety of guests who will share their insights on topics relevant to your business as an independent or registered investment advisor.

© 2020
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Episodios
  • How The CEO Of A $2 Billion RIA Approaches Buying Other Firms
    Jan 30 2024

    Nick Asmus, CEO of Berger Financial Group joins Scott Wetzel and Mike Langford for a conversation about Berger's latest acquisition and what Nick and his team have learned since his first appearance the podcast back in 2021.


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    45 m
  • The Evolving M&A Landscape For Financial Advisory Firms
    Jan 5 2024

    Jeff Benjamin, Wealth Management Editor and Journalist at etf.com joins Katie Bruner, President of SkyView Holdings and Mike Langford for an expansive conversation about the evolving landscape for M&A deals for RIAs and other financial advisory businesses.

    Jeff recently interviewed Katie for an article titled "Financial Planners' M&A Drops as Rates, Uncertainty Jump" to get a sense of how the M&A market in 2023 was rounding out. And as you'll hear in this expanded conversation on the topic, the market continues to be dynamic and vibrant across a variety of segments.

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    59 m
  • Why M&A in the Wealth Management Industry Has Remained Resilient
    Sep 1 2023

    Katie Bruner, President of SkyView Holdings joins Aaron Hasler and Mike Langford for a deep dive on the resiliency of the mergers and acquisitions market in the wealth management industry.

    This episode builds on the recent article Aaron and Katie co-authored for WealthManagement.com by the same title. Katie, Aaron, and Mike explore the fundamentals for RIAs and independent financial advisory businesses who are looking to buy or sell a business in today's environment.

    The trio also shine a light on some of the evolving needs of today's wealth management firms and why these needs are fostering a new type of acquisition behavior. One driven primarily by the need to acquire talent.

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    39 m
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