Holly Deaton

Staff writer

Latest Articles

Dynasty Financial Partners Creates Referral Program to Introduce Wealthy Investors to Its RIAs

Holly Deaton November 11, 2021

RIA-Focused TAMP GeoWealth Raises $19 Million From Kayne Anderson Capital, J.P. Morgan

Holly Deaton November 3, 2021

Zoe Financial Hires Goldman, RobustWealth Alumni To Support Current Growth and ‘Ambitious’ Plans

Holly Deaton November 2, 2021

MIT Helps Create Executive Training Program for Dynasty Financial Partners RIAs

Holly Deaton October 28, 2021

White Paper Cautions Advisors on Underexposure to Alternative Investments

Holly Deaton October 27, 2021

Envestnet Leads $18 Million Round of Funding for Fixed-Income Fintech YieldX

Holly Deaton October 26, 2021

Behind Record Deal Volume, a Tax Proposal Pushing Wealth Managers To Sell

Holly Deaton October 22, 2021

SPAC Seeking RIAs and Related Technology Companies Files for IPO

Holly Deaton October 21, 2021

Advisor Circle, Ritholtz Wealth Management Announce SXSW-like Festival Called Future Proof

Holly Deaton October 20, 2021

ProShares Defends First Bitcoin Futures ETF Against ‘Backwards’ Narrative on Pricing

Holly Deaton October 20, 2021

Royals Harry and Meghan Are Investors, Clients, and Backers of Sustainable Asset Manager Ethic

Holly Deaton October 12, 2021

Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing

Holly Deaton October 11, 2021

Charles Schwab Mandates RIAs Get E&O, Cybersecurity Insurance

Holly Deaton October 8, 2021

Envestnet-Backed, Medicare Startup Healthpilot Launches as Open Enrollment Nears

Holly Deaton October 8, 2021

Finra Exam Letters Target ‘Finfluencers’ Hired by Wealth Managers

Holly Deaton October 6, 2021

Flourish Unveils Crypto Platform, Helping RIAs Manage and Charge Fees on New Asset Class

Holly Deaton September 30, 2021

Private-Shares Brokerage InvestX Raises Capital From Jefferies, Virtu, and Canaccord

Holly Deaton September 22, 2021

Another Sign Flat Fees Are Gaining Popularity With RIAs

Holly Deaton September 20, 2021

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