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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Stifel adds new flagship offices and $673M AUM with three advisory teams
RIA NEWS AUG 04, 2023
Stifel adds new flagship offices and $673M AUM with three advisory teams

The firm's new additions boost its total assets under management to more than $6.5B.

Raymond James welcomes $250M AUM Edward Jones team as independents
RIA NEWS AUG 04, 2023
Raymond James welcomes $250M AUM Edward Jones team as independents

The team will establish a new SilverTree Wealth office in Tucson, Arizona.

Inflation is weakening 401(k) savings ability for millions of Americans, says Schwab
RETIREMENT PLANNING AUG 03, 2023
Inflation is weakening 401(k) savings ability for millions of Americans, says Schwab

Despite the challenging conditions, workers are trying to keep on top of retirement savings.

Advisor firms with combined 192-year history join forces with $5B AUM
RIA NEWS AUG 03, 2023
Advisor firms with combined 192-year history join forces with $5B AUM

Deal brings together two of the longest-established US wealth management businesses.

Hightower partner Fairport Wealth's AUM reaches $4.5B on acquiring RIA firm
RIA NEWS AUG 02, 2023
Hightower partner Fairport Wealth's AUM reaches $4.5B on acquiring RIA firm

It's the fifth sub-acquisition since Fairport joined Hightower in 2017.

Mercer Advisors acquires $720M high-net-worth focused RIA firm
RIA NEWS AUG 02, 2023
Mercer Advisors acquires $720M high-net-worth focused RIA firm

National registered investment advisor firm expands its Californian presence with latest acquisition.

Which are the best and worst states to retire to?
RETIREMENT PLANNING AUG 02, 2023
Which are the best and worst states to retire to?

States ranked by affordability, weather, crime, and quality and cost of health care.

SEC files charges in $1B 'get rich' crypto scheme and $12M fraud
REGULATION, LEGAL & COMPLIANCE AUG 01, 2023
SEC files charges in $1B 'get rich' crypto scheme and $12M fraud

A man and entities he controls have been charged for allegedly selling unregulated securities and for fraudulent use of some of the proceeds.

LPL Financial welcomes $650M Morgan Stanley advisor team for new business
INDEPENDENT BROKER DEALERS AUG 01, 2023
LPL Financial welcomes $650M Morgan Stanley advisor team for new business

The trio of advisors have launched their new firm, Pinnacle Private Wealth Advisors, in Bellevue, Washington.

Fraudsters prey on US veterans' lack of PACT Act benefit claims knowledge
RIA NEWS JUL 31, 2023
Fraudsters prey on US veterans' lack of PACT Act benefit claims knowledge

Veterans and their families are being targeted by criminals, according to an AARP report.