Holly Deaton

Staff writer

Latest Articles

Rising Star: Kristopher Martin, VP and Wealth Advisor, Element Pointe Advisors

Holly Deaton July 18, 2022

AI is Changing Wealth Management. But Maybe Not Fast Enough

Holly Deaton July 6, 2022

Is Declining Advisor Headcount at a Tipping Point?

Holly Deaton June 29, 2022

Bank of America Makes Its First Investment in Alts Platform iCapital

Holly Deaton June 23, 2022

Bento Engine Scores $1.1 Million in Seed Funding

Holly Deaton June 23, 2022

Financial Advisors Want Alts for Everyone, According to a New CAIS Survey

Holly Deaton June 21, 2022

SEC Slams Schwab with $187 Million Fine for Misleading Clients About Robo Profits

Holly Deaton June 15, 2022

Behind Envestnet’s Deal to Acquire Retirement Plan Marketplace 401kplans.com

Holly Deaton June 7, 2022

Savant Wealth Management Invests $3 Million in Australia-based Financial Planning Startup Lumiant

Holly Deaton June 1, 2022

Most Americans Have No Financial Plan. The Ones Who Do Praise the Benefits.

Holly Deaton May 27, 2022

Cresset Merges With Meristem to Create $27 Billion RIA

Holly Deaton May 25, 2022

Noel Maye, Longtime CEO of the Financial Planning Standards Board, Plans to Leave Organization

Holly Deaton May 25, 2022

Wealth Managers Are Losing the Competition for Tech Talent

Holly Deaton May 24, 2022

Invesco, Cerulli Associates Launch Free Tool for Advisory Firms to Benchmark Against Peers

Holly Deaton May 19, 2022

After Struggling in March, Onramp Invest Is Raising a Series A Round of Capital

Holly Deaton May 17, 2022

Australia-based Financial Planning Software Lumiant Debuts in U.S.

Holly Deaton May 17, 2022

CAIS Built a Custom Alts Platform For Advisor Group. More Like It Are Coming.

Holly Deaton May 5, 2022

The Asset Class Moving Wealth Managers To Meet With More Wholesalers

Holly Deaton May 4, 2022

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