The Augmented Advisor: SVB Hot Takes
The Augmented Advisor: SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors
Scott Wetzel, CEO of SkyView Partners, joins Jason Henrichs, CEO of Alloy Labs Alliance, on the Augmented Advisor podcast hosted by Mike Langford & John Prendergast. They discuss how RIAs and independent financial advisors are gaining access to banking solutions for their clients previously only available via wirehouse advisors.
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.