SVB Hot Takes and Why Banking As A Service Is The Next Frontier For Financial Advisors

Update: 2023-03-23

Description

Scott Wetzel, CEO of SkyView Partners and SKYVIEW 1 and Jason Henrichs, CEO of Alloy Labs Alliance and host of the Breaking Banks podcast share how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors.

The rise of banking as a services for financial advisors holds immense promise for enhancing the wealth management experience for clients.

Jason and Scott also shared their thoughts on the failure of Silicon Valley Bank (SVB) and what it means... or doesn't mean for banking solutions offered to financial advisors and their clients.

Resources From This Episode:

SkyView Partners - Offering conventional commercial financing exclusively for financial advisors for mergers and acquisitions, succession, and debt restructuring.
SKYVIEW 1 - Banking as a service for financial advisors. Launching in May 2023
Alloy Labs - The only consortium that drives exponential growth for banks by leveraging powerful network effects.
Breaking Banks Podcast - The #1 global fintech podcast. Hosted by Jason Henrichs.

Comments

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SVB Hot Takes and Why Banking As A Service Is The Next Frontier For Financial Advisors

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SVB Hot Takes and Why Banking As A Service Is The Next Frontier For Financial Advisors

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SVB Hot Takes and Why Banking As A Service Is The Next Frontier For Financial Advisors