Steve Randall

Steve Randall has more than three decades of media experience encompassing online, newspapers, magazines, radio, and podcasts. He focuses on insights and news for professionals in financial services, specifically investment and financial advisors. Steve writes for Key Media's Investment News (since 2023) and Wealth Professional (since 2014) titles with his Morning Briefing newsletter dropping into thousands of inboxes every morning. 

Steve Randall
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Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close
EQUITIES MAY 22, 2026
Middle market dealmakers see pickup ahead, but valuation gaps still block the path to close

Confidence is building for H2 2026, but buyers and sellers remain misaligned on price.

Most asset managers are using AI, but few let it call the shots
TRANSFORMATION MAY 22, 2026
Most asset managers are using AI, but few let it call the shots

Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution.

What really matters to mutual fund investors?
MUTUAL FUNDS MAY 22, 2026
What really matters to mutual fund investors?

Mutual fund investors are scrutinizing costs and returns more closely than ever, according to new research.

LPL, Raymond James score fresh recruits in advisor recruiting battle
INDEPENDENT BROKER DEALERS MAY 22, 2026
LPL, Raymond James score fresh recruits in advisor recruiting battle

Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.

Why do people donate? And why do so few people know about DAFs?
PRACTICE MANAGEMENT MAY 22, 2026
Why do people donate? And why do so few people know about DAFs?

A donor retreat may have been overestimated, but do your clients know all they need to know about giving?

Playing the long game: How sports can be the foundation of lasting philanthropy
PRACTICE MANAGEMENT MAY 21, 2026
Playing the long game: How sports can be the foundation of lasting philanthropy

Citi Wealth philanthropic advisory chief Karen Kardos explains how wealthy families can build charitable giving strategies with lasting impact.

Private capital's $1 trillion bet on the American retirement account
RETIREMENT PLANNING MAY 21, 2026
Private capital's $1 trillion bet on the American retirement account

From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.

Schwab clients turn bearish on stocks as broader economic gloom persists despite good news
PRACTICE MANAGEMENT MAY 21, 2026
Schwab clients turn bearish on stocks as broader economic gloom persists despite good news

Geopolitical fears and macro uncertainty have rattled retail investors, but most still believe they'll hit their financial goals.

Advisor moves: Wells Fargo Advisors pulls in $9.6b in fresh talent during first half of May
WIREHOUSES MAY 21, 2026
Advisor moves: Wells Fargo Advisors pulls in $9.6b in fresh talent during first half of May

Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.

SpaceX begins launch sequence with historic IPO filing
EQUITIES MAY 20, 2026
SpaceX begins launch sequence with historic IPO filing

Elon Musk's rocket and AI company eyes a Nasdaq debut that could rank as the biggest public offering in history.