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Holly Deaton
Staff writer
Latest Articles
RIA Intel
Interval Funds’ Triple-Digit Rise
Holly Deaton
May 29, 2024
RIA Intel
Addepar Partners With RIA Corient
Holly Deaton
May 23, 2024
RIA Intel
These Are the Shifting Demographics of Retail Investors
Holly Deaton
May 22, 2024
RIA Intel
Schwab Changes Up Executive Leadership
Holly Deaton
May 16, 2024
RIA Intel
SEC Proposes Customer ID Program for RIAs
Holly Deaton
May 14, 2024
RIA Intel
Inflation Is Hurting Retirees’ Dreams
Holly Deaton
May 9, 2024
RIA Intel
Focus Financial Announces Massive RIA Merger
Holly Deaton
May 8, 2024
RIA Intel
Custodian Altruist Raises $169 Million in Series E
Holly Deaton
May 2, 2024
RIA Intel
How Tech Is Propelling RIA Growth
Holly Deaton
April 29, 2024
RIA Intel
NAIFA Releases Scathing Remarks on DOL’s ‘Hasty’ Fiduciary Rule
Holly Deaton
April 25, 2024
RIA Intel
RIA Dealmaking Is Up
Holly Deaton
April 22, 2024
RIA Intel
iCapital Partners With Bain Capital on Private Credit Platform
Holly Deaton
April 12, 2024
RIA Intel
Ron Carson Steps Down as Carson Group CEO
Holly Deaton
April 9, 2024
RIA Intel
WEG Passes $81 Billion in AUM
Holly Deaton
April 8, 2024
RIA Intel
Altruist Walks Back New Fees
Holly Deaton
April 4, 2024
RIA Intel
iCapital Is Acquiring Fintech Reporting Company Mirador
Holly Deaton
April 3, 2024
RIA Intel
AlTi Global Is Buying East End Advisors
Holly Deaton
April 1, 2024
RIA Intel
Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA
Holly Deaton
March 27, 2024
