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 2205 results
World Investments acquires $190M AUM firm from Osaic network
INDEPENDENT BROKER DEALERS JAN 14, 2025
World Investments acquires $190M AUM firm from Osaic network

It marks the California based advisory network's 11th deal in 15 months.

AI powers new tech for advisors to manage tax, research and more
FINTECH JAN 14, 2025
AI powers new tech for advisors to manage tax, research and more

FP Alpha and Morningstar provide fresh options to boost productivity.

Snowden Lane advisors, employees now own more of their firm
RIA NEWS JAN 13, 2025
Snowden Lane advisors, employees now own more of their firm

The move follows a strong financial year for the New York based RIA.

BofA consumer investments business soars to more than $500B
RIA NEWS JAN 13, 2025
BofA consumer investments business soars to more than $500B

The division has grown tenfold since its inception a decade ago.

Tariffs, tax policies among biggest concerns for mid-market CEOs
RIA NEWS JAN 10, 2025
Tariffs, tax policies among biggest concerns for mid-market CEOs

Business leaders express are weighing potential financial impact.

Man denied chance to find $700M bitcoin fortune tossed in the trash by ex
RIA NEWS JAN 10, 2025
Man denied chance to find $700M bitcoin fortune tossed in the trash by ex

Claimant wants to excavate a landfill facility to search for hard drive.

Edward Jones to pay $17M to settle mutual fund fee overcharging probe
RIA NEWS JAN 09, 2025
Edward Jones to pay $17M to settle mutual fund fee overcharging probe

It follows a four year investigation by state regulators.

Why some wealthy Americans are looking for new citizenship as Trump 2.0 nears
RIA NEWS JAN 09, 2025
Why some wealthy Americans are looking for new citizenship as Trump 2.0 nears

Concerns around stability have made second citizenships more attractive.

Advisors 'aggressively' planning to increase use of alts products, report says
RIA NEWS JAN 08, 2025
Advisors 'aggressively' planning to increase use of alts products, report says

Which products are most used now, which are set to see strong growth?

AmeriFlex CEO says more advisors seeking support, pushing AUA to new record
RIA NEWS JAN 08, 2025
AmeriFlex CEO says more advisors seeking support, pushing AUA to new record

The firm's advisors now manage more than $14B after record-breaking year.