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Holly Deaton on Muck Rack

Holly Deaton

New York
As seen in: RIA Intel, BISA Portfolio
Reporter @iimag's @RIAIntel | DMs are open | Tips and quips: holly.deaton@institutionalinvestor.com

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Articles

The Shift to RIA: Why Brokers Are Embracing Independence

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By Georgina Tzanetos, Holly Deaton
| RIA Intel
Financial advisory firms are undergoing a significant transformation as more and more brokers are transitioning to Registered Investment Advisors (RIAs). This change is driven by a desire for greater autonomy, better fiduciary execution, and of course, improved compensation structures. As the industry evolves, RIAs are becoming the preferred model for many seeking to enhance their practice and deliver superior client outcomes.
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Investment Advisors Embrace ETFs

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By Georgina Tzanetos, Holly Deaton
| RIA Intel
A recent report by ISS Market Intelligence shows a significant shift in investment preferences among US-based financial advisors. The study, part of the ISS MI Advisor Pulse Series, surveyed over 800 advisors in July 2024 and revealed a growing preference for exchange-traded funds (ETFs) over traditional open-end mutual funds. As ETFs offer tax efficiency, liquidity, and active management options, ETFs are quickly becoming a portfolio mainstay for financial advisors and their clients.
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RIA Market Trends: Buyouts, and the Increasing Role of Private Equity

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By Georgina Tzanetos, Holly Deaton
| RIA Intel
The registered investment advisory (RIA) market has been a hotbed of activity, with buyouts and mergers becoming increasingly common.
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