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 2362 results
Even as financial firms slim down head count, hiring is growing in one area
PRACTICE MANAGEMENT DEC 18, 2023
Even as financial firms slim down head count, hiring is growing in one area

Hires reflect the increasingly competitive industry environment.

Integrated Partners reports milestone year, with $3B in assets added in 2023
RIA NEWS DEC 15, 2023
Integrated Partners reports milestone year, with $3B in assets added in 2023

The firm also launched an insurance division and made its first acquisition.

Millennials now most confident investors at dealing with market volatility
RIA NEWS DEC 15, 2023
Millennials now most confident investors at dealing with market volatility

Overall, Americans are feeling more experienced at investing, a survey from Hearts & Wallets shows.

Tax-focused advisor says 'most' broker-dealers 'don't understand' his business  
INDEPENDENT BROKER DEALERS DEC 14, 2023
Tax-focused advisor says 'most' broker-dealers 'don't understand' his business  

$100M California-based team switches to Avantax from Crown Capital Securities.

Kudu takes stake in $23B investment manager Sage Advisory Services
RIA NEWS DEC 14, 2023
Kudu takes stake in $23B investment manager Sage Advisory Services

The investment will support the fast-growing firm's expansion plans.

NewEdge Capital hails record year for recruiting advisors, adds almost $10B AUM
RIA NEWS DEC 13, 2023
NewEdge Capital hails record year for recruiting advisors, adds almost $10B AUM

The firm has seen exponential growth and expanded its footprint.

Young Americans not yet saving for retirement, they have other priorities for their dollars
RETIREMENT PLANNING DEC 13, 2023
Young Americans not yet saving for retirement, they have other priorities for their dollars

Edward Jones shares insights from financial advisors about young adult clients.

Firm takes $1.2 billion practice to Carson Group
RIA NEWS DEC 12, 2023
Firm takes $1.2 billion practice to Carson Group

President says cutting-edge technology and resources were a big draw.

Atria Wealth attracts $350M firm from Osaic's Securities America
INDEPENDENT BROKER DEALERS DEC 12, 2023
Atria Wealth attracts $350M firm from Osaic's Securities America

New affiliate offers employers retirement plans and investments in multiple states.

Webull hires former Cboe executive to head up derivatives, strategy
RIA NEWS DEC 12, 2023
Webull hires former Cboe executive to head up derivatives, strategy

Seasoned leader adds decades of financial experience to online brokerage.