Holly Deaton

Staff writer

Latest Articles

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

Holly Deaton

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

Holly Deaton

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

Holly Deaton

MIT Helps Create Executive Training Program for Dynasty Financial Partners RIAs

Holly Deaton

White Paper Cautions Advisors on Underexposure to Alternative Investments

Holly Deaton

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

Holly Deaton

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

Holly Deaton

SPAC Seeking RIAs and Related Technology Companies Files for IPO

Holly Deaton

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

Holly Deaton

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

Holly Deaton

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

Holly Deaton

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

Holly Deaton

Charles Schwab Mandates RIAs Get E&O, Cybersecurity Insurance

Holly Deaton

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

Holly Deaton

Finra Exam Letters Target ‘Finfluencers’ Hired by Wealth Managers

Holly Deaton

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

Holly Deaton

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

Holly Deaton

Another Sign Flat Fees Are Gaining Popularity With RIAs

Holly Deaton