Steve Randall

 
   

InvestmentNews

   

Steve Randall

   

Senior Financial Journalist

   
30+ years experience   386,794 views on InvestmentNews in 2025
     
 
   
     
       

Steve's specialty topics

       
          Retirement planning           ETFs           Practice management           Wealth technology        
     
     
       

Steve Randall is a senior financial journalist at InvestmentNews, covering equities, fixed income, retirement planning, regulatory enforcement, fintech, and alternative investments for financial advisors and wealth management professionals across the United States. He is the author of the Morning Briefing newsletter, which reaches thousands of financial professionals daily. Steve brings more than three decades of media experience across digital, print, radio, and podcasting to his reporting, and has covered the financial services industry since 2014. His work spans Securities and Exchange Commission (SEC) enforcement trends, Federal Reserve policy, RIA mergers and acquisitions, and the evolving role of artificial intelligence in wealth management.

     
     

How I think about writing for this industry…

     
       

“The evolving investment and advisory space is an exciting one, especially with technology and changing client demand. Keeping advisors updated and sharing their insights is a unique honor.”

     
     
       

Also published by

       

Wealth Professional Canada · Insurance Business America

     
   
     
 
   

Read the latest stories by Steve

     
Steve Randall
Displaying 2361 results
Goldman's $120 oil scenario puts advisor portfolios on alert
ALTERNATIVES SEP 08, 2026
Goldman's $120 oil scenario puts advisor portfolios on alert

Goldman Sachs raises its crude forecasts and warns of a $120 barrel as Middle East shipping attacks threaten global energy supply.

AI adoption at RIAs boosts advisor productivity, not pink slips
TRANSFORMATION SEP 04, 2026
AI adoption at RIAs boosts advisor productivity, not pink slips

New research tracking Form ADV disclosures finds registered investment advisors embracing artificial intelligence are growing headcount, not cutting it.

Great wealth transfer poised to leave advisors chasing inheritance conversations
PRACTICE MANAGEMENT SEP 04, 2026
Great wealth transfer poised to leave advisors chasing inheritance conversations

A new study puts $17.2 trillion in home-based wealth on the move but families aren't talking about it.

Long-term care blind spot is draining your clients' retirement savings
RETIREMENT PLANNING SEP 04, 2026
Long-term care blind spot is draining your clients' retirement savings

A new ACLI survey finds most middle-class Americans plan to rely on Medicare for long-term care, but that’s not covered!

SEC moves to scrap pay-to-play rule for investment advisors
PRACTICE MANAGEMENT SEP 04, 2026
SEC moves to scrap pay-to-play rule for investment advisors

The proposal to eliminate Rule 206(4)-5 would end a 16-year-old restriction that firms say has unfairly suppressed political speech.

Pooled employer plans: advisors are pitching them the wrong way
RETIREMENT PLANNING SEP 03, 2026
Pooled employer plans: advisors are pitching them the wrong way

Advisors who lead with cost savings when pitching pooled employer 401(k) plans may be underselling — and misrepresenting — the fiduciary value.

Summit Wealth Group moves into Pacific Northwest with $224M Oregon deal
RIA NEWS SEP 03, 2026
Summit Wealth Group moves into Pacific Northwest with $224M Oregon deal

Colorado-based RIA Summit Wealth Group acquires Portland's Financial Investment Team, expanding to 12 offices in six states.

Advisor moves: Osaic, &Partners and Prospera add teams across the country
INDEPENDENT BROKER DEALERS SEP 03, 2026
Advisor moves: Osaic, &Partners and Prospera add teams across the country

Osaic and &Partners each land former Commonwealth teams, while Prospera welcomes two East Coast veterans to its network.

Financial anxiety is eroding US worker productivity
PRACTICE MANAGEMENT SEP 03, 2026
Financial anxiety is eroding US worker productivity

Cost-of-living pressures top money worries for nearly six in ten American workers especially younger employees and managers.

Gen Z investors most likely to jump on new investment trends, study finds
PRACTICE MANAGEMENT SEP 03, 2026
Gen Z investors most likely to jump on new investment trends, study finds

Northwestern Mutual's 2026 survey finds Gen Z leads all generations in first-mover investing behavior.