Holly Deaton

Staff writer

Latest Articles

Interval Funds’ Triple-Digit Rise

Holly Deaton

Addepar Partners With RIA Corient

Holly Deaton

These Are the Shifting Demographics of Retail Investors

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Schwab Changes Up Executive Leadership

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SEC Proposes Customer ID Program for RIAs

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Inflation Is Hurting Retirees’ Dreams

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Focus Financial Announces Massive RIA Merger

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Custodian Altruist Raises $169 Million in Series E

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How Tech Is Propelling RIA Growth

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NAIFA Releases Scathing Remarks on DOL’s ‘Hasty’ Fiduciary Rule

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RIA Dealmaking Is Up

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iCapital Partners With Bain Capital on Private Credit Platform

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Ron Carson Steps Down as Carson Group CEO

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WEG Passes $81 Billion in AUM

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Altruist Walks Back New Fees

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iCapital Is Acquiring Fintech Reporting Company Mirador

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AlTi Global Is Buying East End Advisors

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Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA

Holly Deaton