Holly Deaton

Staff writer

Latest Articles

The Common Mistakes That Advisors Should Avoid

Holly Deaton

Life Events Prompt Young Investors to Seek Out Advisors

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Affluent Investors’ Reliance on Advisors Is Increasing

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Advisors Top the List of the SEC’s 2024 Exam Priorities

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Annuity and Life Insurance Satisfaction Depends on Digital Tools, Says J.D. Power

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M&A Among RIAs Has a Record Third Quarter

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These Are the Greatest Threats to Advisors’ Practices

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Are Americans Ready for Retirement?

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Futures ETFs Tied to Ethereum Hit the U.S. Market for the First Time

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Wealthtech Startup Raises $31 Million Series B

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This Lead Generation Tool Is Taking Over Wealth Management

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Alts Provide Practice Differentiation. Why Aren’t More Advisors Using Them?

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Is the Spot Bitcoin ETF Inevitable? 

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VC Investing Platform Allocate Raises $10 Million 

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M&A Ticks Up in the Third Quarter

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Advisors Make Progress With Diverse Investors

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Testimonial IQ Launches for Advisors

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FPA Partners With TIFIN on Wealth Platform

Holly Deaton