Holly Deaton

Staff writer

Latest Articles

Falling Investor Satisfaction Points to a ‘Systemic Problem’ in Wealth Management

Holly Deaton April 6, 2023

How One Advisor’s Love of Design Turned Into a Multimillion-Dollar Wealth Tech Firm

Holly Deaton April 3, 2023

Is This the End of Smaller RIAs?

Holly Deaton March 30, 2023

AltExchange Launches ‘Digital Custodian’ for Asset Managers

Holly Deaton March 28, 2023

How Merrill Private Wealth Is Using Data to Help Advisors Serve Women

Holly Deaton March 27, 2023

Index Funds Are an Educational Advice Gap for Advisors

Holly Deaton March 24, 2023

Chris Jones, Longtime CIO of Edelman Financial Engines, Steps Down

Holly Deaton March 22, 2023

Here Are the Finalists for the 2nd Annual RIA Intel Awards

Holly Deaton March 20, 2023

CFP Board to Evaluate Certification Requirements

Holly Deaton March 13, 2023

Wealthtech Platform Masttro Raises $43 Million From FTV Capital, Citi

Holly Deaton March 9, 2023

Altruist Becomes One of the First All-In-One Custodians for RIAs

Holly Deaton March 3, 2023

A Wealthtech Firm Goes All in on ChatGPT

Holly Deaton March 2, 2023

Advisors Struggle With Their Technology — But They Want More

Holly Deaton March 1, 2023

This RIA Is Working With an NBA Team to Promote Black Businesses

Holly Deaton February 24, 2023

Dan Wheeler, Founder of Dimensional’s Financial Advisor Services Group, Dies

Holly Deaton February 22, 2023

SEC Proposal May Slow Crypto Adoption by RIAs

Holly Deaton February 17, 2023

Is Lying About Money Cheating? Most People Say Yes.

Holly Deaton February 14, 2023

The Marketing Rule Tops the SEC’s Exam Priorities List For 2023

Holly Deaton February 8, 2023

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