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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:
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: