Holly Deaton is a staff writer for RIA Intel, where she covers a wide range of topics in the financial industry. With a focus on providing informative and insightful articles, Holly's work explores trends, research, and developments in the world of wealth management, retirement planning, and investment strategies.
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Holly Deaton's coverage indicates a strong focus on data-driven analysis and industry trends within the financial sector, particularly in wealth management and investing. She may be receptive to pitches offering proprietary data or unique insights into market trends, especially regarding RIAs (Registered Investment Advisors) and personal finance.
Given her high percentage of articles citing data, Holly would likely appreciate outreach from sources who can provide statistical evidence or expert analysis supporting industry-related topics such as wealth management, investment strategies, and retirement planning.
While Holly does not specify a geographic focus, her coverage appears to take an international view of financial matters without specific localization.
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The separately managed account strategy will provide direct access to Bitcoin and Ethereum while being actively managed.
The acquisition was fueled by private equity investment from Constellation Wealth Capital.
Company founder Jason Wenk called the published fee hikes a “miscommunication” and “embarrassing.”
Burt White, Carson’s chief strategy officer, will take the reigns as CEO.
The announcement is another indicator of the growing popularity of private credit and customized alt platforms within wealth management.
A report by Echelon Partners found that this was the second-most-active first quarter on record.
NAIFA said the rule would force all retirement planners into a fee-for-service model.
Altruist, a venture capital–backed fintech platform and digital custodian used by more than 4,000 financial advisors, announced a $169 million Series E round of funding on Thursday.
The combined firm will manage more than $50 billion, making it one of the largest RIAs.
According to a new Schroders report, just 4 percent of retirees say they are “living the dream.”
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