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 2197 results
With more people and larger fortunes, the UHNW wealth transfer takes on new complexity
PRACTICE MANAGEMENT JUL 10, 2026
With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.

Succession planning gaps persist as family businesses brace for leadership handoffs
PRACTICE MANAGEMENT JUL 10, 2026
Succession planning gaps persist as family businesses brace for leadership handoffs

Next-generation readiness and reluctant incumbents top the list of transition barriers.

Oil prices swing wildly amid latest Gulf tensions, IEA says durable ceasefire is needed for stabilization
ALTERNATIVES JUL 10, 2026
Oil prices swing wildly amid latest Gulf tensions, IEA says durable ceasefire is needed for stabilization

Global supply rebounded sharply in June before renewed clashes reignited market volatility.

Active decision-making, not wealth alone, drives women's financial confidence, study finds
PRACTICE MANAGEMENT JUL 10, 2026
Active decision-making, not wealth alone, drives women's financial confidence, study finds

Beacon Pointe's 10,000-woman survey links advisor relationships to sharper money confidence.

AI use reshapes advisor satisfaction and deepens client trust, separate studies reveal
TRANSFORMATION JUL 09, 2026
AI use reshapes advisor satisfaction and deepens client trust, separate studies reveal

Using artificial intelligence can have benefits for both advisors and their clients, according to new research.

US middle class keeps shrinking as wealthy pull further ahead, Equifax data show
PRACTICE MANAGEMENT JUL 09, 2026
US middle class keeps shrinking as wealthy pull further ahead, Equifax data show

Wealth gap widens further as savings plunge and credit card balances hit record highs.

Small investors get a rare break as home prices lose ground to inflation
ALTERNATIVES JUL 09, 2026
Small investors get a rare break as home prices lose ground to inflation

Real estate investors see improving entry costs even as rental income keeps softening.

Your clients aren't under-advised. They're un-coordinated
PRACTICE MANAGEMENT JUL 09, 2026
Your clients aren't under-advised. They're un-coordinated

WestPac says fragmented advice teams leave concentration risk unmanaged.

Advisor moves: LPL, Berthel Fisher land advisor teams managing over $320M combined
RIA NEWS JUL 09, 2026
Advisor moves: LPL, Berthel Fisher land advisor teams managing over $320M combined

Cypress Point and APP Financial join broker-dealers in latest recruiting wins.

Tax complexity pushes asset managers toward relocation, outsourcing
PRACTICE MANAGEMENT JUL 08, 2026
Tax complexity pushes asset managers toward relocation, outsourcing

Nearly half cite regulatory pace as top risk as SALT audits intensify nationwide