Holly Deaton

Staff writer

Latest Articles

Yahoo Finance or Financial Advisors? Investors See Little Difference.

Holly Deaton June 5, 2023

Edelman Financial Engines Names Personal Capital’s Jay Shah as New CEO

Holly Deaton June 1, 2023

The Top Trends Shaping the Wealth and Asset Management Industry

Holly Deaton May 30, 2023

How the Banking Crisis Spurred Growth at This Silicon Valley RIA

Holly Deaton May 18, 2023

Morningstar Launches AI ChatBot

Holly Deaton May 15, 2023

These Asset Managers Were Named Best-in-Class. Here’s Why.

Holly Deaton May 11, 2023

New Research Suggests Advisors are Hindering Their Own Growth

Holly Deaton May 9, 2023

Factor Investing Can Boost Retirement Outcomes

Holly Deaton May 8, 2023

Billion-Dollar RIAs Are Struggling With Financial Planning

Holly Deaton May 5, 2023

Cresset Hires Investment Banker as President

Holly Deaton May 3, 2023

How a Lack of Succession Planning Can Kill M&A Deals

Holly Deaton May 1, 2023

Morningstar’s U.S. Wealth Platform Debuts Blackrock, Fidelity, T. Rowe Price, and Clark Capital Portfolios

Holly Deaton April 26, 2023

‘Non-Ideal’ Clients Present Productivity Challenge for Advisors

Holly Deaton April 24, 2023

This Is What Advisors Want From Their Asset Managers

Holly Deaton April 21, 2023

Why Do Investors Fire Their Advisors?

Holly Deaton April 17, 2023

RIA M&A Activity Stabilizes After Consecutive Quarters of Decline

Holly Deaton April 13, 2023

Insight Partners and Adams Street Invest in RIA Custody Disruptor

Holly Deaton April 12, 2023

Americans Are Worried About the Cost of Living. Here’s What Advisors Need to Know.

Holly Deaton April 10, 2023

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