Holly Deaton

Staff writer

Latest Articles

Fidelity Institutional Requires RIAs To Get Liability and Cyber Insurance Coverage

Holly Deaton May 4, 2022

Onyx Platform to Help Minority Advisors Start RIAs Will Launch in May

Holly Deaton April 27, 2022

CFO of Goldman Sachs’ Personal Financial Management Unit Joins Edelman Financial Engines

Holly Deaton April 26, 2022

The Frenzied First Quarter, and Projected Record Year, for Wealth Manager Acquisitions

Holly Deaton April 25, 2022

CAIA Association Creates Platform To Teach Advisors About Alts

Holly Deaton April 22, 2022

Altruist Debuts Built-In-House Direct Indexing For RIAs

Holly Deaton April 21, 2022

Altruist Partners With Its First Financial Planning Software, RightCapital

Holly Deaton April 19, 2022

CAIS Raises $100 Million From Reverence Capital Partners

Holly Deaton April 7, 2022

Direct-Indexing Platform Ethic Says Assets Could Double Again to $4 Billion This Year

Holly Deaton April 6, 2022

AltExchange Launches Plaid-Like Service to Connect 50 Other Investment Platforms

Holly Deaton March 29, 2022

Advisors Think They Are Good Communicators. A Study Shows Clients Feel Differently.

Holly Deaton March 21, 2022

Why Wealth Manager CRM Satisfaction Is Plummeting

Holly Deaton March 16, 2022

Why Many Advisors Are Still Inept at Helping Women Clients

Holly Deaton March 11, 2022

The Lessons a Chairman Brought From His Brewery to a $9 Billion Wealth Manager

Holly Deaton March 10, 2022

Onramp CEO Tyrone Ross Jr. Resigns After Disagreement With Co-Founder on Company’s Future

Holly Deaton March 2, 2022

Choir, the Startup Founded to Shake Up Finance Conferences, Gains Traction

Holly Deaton February 24, 2022

New Alternative Investments Platform Gridline Debuts for Wealth Managers

Holly Deaton February 22, 2022

A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients

Holly Deaton February 17, 2022

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