Holly Deaton

Staff writer

Latest Articles

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

Holly Deaton

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

Holly Deaton

Is This the End of Smaller RIAs?

Holly Deaton

AltExchange Launches ‘Digital Custodian’ for Asset Managers

Holly Deaton

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

Holly Deaton

Index Funds Are an Educational Advice Gap for Advisors

Holly Deaton

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

Holly Deaton

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

Holly Deaton

CFP Board to Evaluate Certification Requirements

Holly Deaton

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

Holly Deaton

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

Holly Deaton

A Wealthtech Firm Goes All in on ChatGPT

Holly Deaton

Advisors Struggle With Their Technology — But They Want More

Holly Deaton

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

Holly Deaton

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

Holly Deaton

SEC Proposal May Slow Crypto Adoption by RIAs

Holly Deaton

Is Lying About Money Cheating? Most People Say Yes.

Holly Deaton

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

Holly Deaton