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Holly Deaton

Staff writer
Recent articles
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Wealth Management
Interval Funds’ Triple-Digit Rise
Holly Deaton
May 29, 2024
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Wealth Management
Addepar Partners With RIA Corient
Holly Deaton
May 23, 2024
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Practice Management
These Are the Shifting Demographics of Retail Investors
Holly Deaton
May 22, 2024
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Wealth Management
Schwab Changes Up Executive Leadership
Holly Deaton
May 16, 2024
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Wealth Management
SEC Proposes Customer ID Program for RIAs
Holly Deaton
May 14, 2024
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Practice Management
Inflation Is Hurting Retirees’ Dreams
Holly Deaton
May 9, 2024
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Wealth Management
Focus Financial Announces Massive RIA Merger
Holly Deaton
May 8, 2024
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Wealth Management
Custodian Altruist Raises $169 Million in Series E
Holly Deaton
May 2, 2024
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Practice Management
How Tech Is Propelling RIA Growth
Holly Deaton
April 29, 2024
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Wealth Management
NAIFA Releases Scathing Remarks on DOL’s ‘Hasty’ Fiduciary Rule
Holly Deaton
April 25, 2024
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Wealth Management
RIA Dealmaking Is Up
Holly Deaton
April 22, 2024
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Wealth Management
iCapital Partners With Bain Capital on Private Credit Platform
Holly Deaton
April 12, 2024
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Wealth Management
Ron Carson Steps Down as Carson Group CEO
Holly Deaton
April 9, 2024
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Wealth Management
WEG Passes $81 Billion in AUM
Holly Deaton
April 8, 2024
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Wealth Management
Altruist Walks Back New Fees
Holly Deaton
April 4, 2024