Tag: succession planning
SkyView Launches Digital Platform for Wealth Management M&A and Financing
SkyView Partners, a correspondent lender focused on helping independent advisors, broker-dealers, and RIAs to pursue mergers, acquisitions and succession plans, has launched their Advisory...
Cetera Forms New Board of Directors
Cetera Financial Group, the second-largest independent financial advisor network in the nation by number of advisors, has formed its new board of directors, after...
Cetera Financial Launches Advisor Alignment Program
Cetera Financial Group, a network of independent firms with nearly 8,000 financial advisors, has launched its advisor alignment program, which includes engagement opportunities, investment...
