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
Merrill Lynch $320M duo joins Ameriprise
INDEPENDENT BROKER DEALERS FEB 29, 2024
Merrill Lynch $320M duo joins Ameriprise

The Tacoma, Washington, team was attracted by advisor-client experience.

SEC announces new director for investment division
REGULATION, LEGAL & COMPLIANCE FEB 29, 2024
SEC announces new director for investment division

Natasha Vij Greiner has been with the regulator for two decades.

Americans are reducing spending, dipping into savings: Wells Fargo
RIA NEWS FEB 28, 2024
Americans are reducing spending, dipping into savings: Wells Fargo

The cost of living means many are having to make tough choices.

Trio of challenges keeping millions from a key part of the American dream
RIA NEWS FEB 28, 2024
Trio of challenges keeping millions from a key part of the American dream

The will to become a homeowner remains strong, but the way is blocked.

Next-gen medics to study free as Ruth Gottesman donates record $1B to medical school
RIA NEWS FEB 27, 2024
Next-gen medics to study free as Ruth Gottesman donates record $1B to medical school

The gift to Albert Einstein College in New York is the largest ever made to a US medical school.

AmeriFlex adds $400M firm to its growing RIA network
RIA NEWS FEB 27, 2024
AmeriFlex adds $400M firm to its growing RIA network

Hybrid firm in Centennial, Colorado, is building on a stellar year in 2023.

Partnership announced that aims to transform RIA channel
FINTECH FEB 27, 2024
Partnership announced that aims to transform RIA channel

Invesco and Vestmark combine forces to enable greater portfolio personalization and tax management.

U.S. Bank consolidates teams into new private capital division
RIA NEWS FEB 26, 2024
U.S. Bank consolidates teams into new private capital division

It brings together experts from across the firm as a centralized team.

American workers less interested in promotion, they just want more money
RIA NEWS FEB 26, 2024
American workers less interested in promotion, they just want more money

Getting to the top of their career ladder is not appealing for most people.

Wells Fargo appoints 34-year veteran to lead growing independent channel
WIREHOUSES FEB 23, 2024
Wells Fargo appoints 34-year veteran to lead growing independent channel

New leader will focus on growing market share for firm’s WIM business.