Holly Deaton

Staff writer

Latest Articles

Advisors Should Remain Vigilant as Investor Confidence Falls for the Second Straight Quarter

Holly Deaton February 7, 2023

401(K) Fintech Platform Pontera Announces Integration With Envestnet

Holly Deaton February 1, 2023

Advisors Still Missing an Opportunity With Younger Potential Clients

Holly Deaton January 30, 2023

The Hardest Part of Building Your Business? Selling It.

Holly Deaton January 19, 2023

The Slowdown Behind Record Deal Volume

Holly Deaton January 13, 2023

Wealthtender Aims to Change Advisor Wariness of Testimonials

Holly Deaton January 11, 2023

Dan Moisand Takes the Reins as Chair of the CFP Board

Holly Deaton January 10, 2023

Is the RIA M&A Feeding Frenzy Over?

Holly Deaton December 21, 2022

Morningstar Debuts New Bloomberg-like Research Portal Built for Financial Advisors

Holly Deaton December 19, 2022

Americans Without Advisors are More Stressed. So Why Aren’t They Engaging with Financial Professionals?

Holly Deaton December 8, 2022

Inflation Poses the Biggest Risk to Retirement Goals – For Now

Holly Deaton December 7, 2022

The CFP Board Calls Out Crypto in Code of Ethics and Standards

Holly Deaton December 5, 2022

Sex and Tech Align at Pavilion Financial Planning

Holly Deaton September 9, 2022

How Adding a Fee-for-Service Model Changed this RIA’s Growth Trajectory

Holly Deaton September 8, 2022

The Company that Bills Itself as the ‘Morningstar of Venture Capital’

Holly Deaton September 8, 2022

Onyx Advisor Network Breaks Down Historic Barriers to Entry in Wealth Management

Holly Deaton August 17, 2022

Fidelity Says That Advisors Want Help with Efficiency, Growth, and Building a Sustainable Business

Holly Deaton August 3, 2022

Rising Star: Adam Phillips, Partner and Managing Director of Portfolio Strategy, EP Wealth Advisors

Holly Deaton July 28, 2022

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