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 2200 results
Former senior banker at JPMorgan among four recruits joining UBS
WIREHOUSES DEC 06, 2023
Former senior banker at JPMorgan among four recruits joining UBS

Firm adds advisors in Florida, Missouri, and Mississippi.

DFPG Investments launches Diversify Advisor Network with affiliate model to come
RIA NEWS DEC 05, 2023
DFPG Investments launches Diversify Advisor Network with affiliate model to come

The firm has recruited three new advisor teams to take AUM to $5.8 billion.

DPL Financial Partners doubles annuity sales to $2B in little more than a year
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
DPL Financial Partners doubles annuity sales to $2B in little more than a year

Breakaway fiduciary practices have helped accelerate the firm's sales.

Most Americans think they can spot a scam, but Citi study reveals otherwise
RIA NEWS DEC 05, 2023
Most Americans think they can spot a scam, but Citi study reveals otherwise

Scams are becoming more prolific and more sophisticated.

Osaic owner reportedly seeking buyer for up to 20% stake in broker-dealer
INDEPENDENT BROKER DEALERS DEC 04, 2023
Osaic owner reportedly seeking buyer for up to 20% stake in broker-dealer

Minority shareholding could be worth as much as $2.5B.

Former Citi veteran joins Snowden Lane for HNW-focused practice
RIA NEWS DEC 04, 2023
Former Citi veteran joins Snowden Lane for HNW-focused practice

Experienced advisor team in Florida follows recent expansion in Colorado.

Thinking of going independent? How smaller RIAs can win despite disruptive tech  
TECHNOLOGY DEC 04, 2023
Thinking of going independent? How smaller RIAs can win despite disruptive tech  

Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.

Northwestern Mutual targets next-gen clients with new model portfolios
RIA NEWS DEC 01, 2023
Northwestern Mutual targets next-gen clients with new model portfolios

New products aim to attract younger investors who want to work with advisors.

RBC Wealth Management recruits $337M team in Memphis
RIA NEWS DEC 01, 2023
RBC Wealth Management recruits $337M team in Memphis

Team of six has switched from Cetera.

CAIS expands alts offering with Pershing with no transaction fees
RIA NEWS DEC 01, 2023
CAIS expands alts offering with Pershing with no transaction fees

Expansion of the two firm's partnership gives advisors greater access to funds.