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
Equitable Advisors hires four advisors with combined $360M AUM
RIA NEWS AUG 17, 2023
Equitable Advisors hires four advisors with combined $360M AUM

The four join the fast-growing wealth management business from separate firms.

CFP exam pass rate highest in 8 years but which states saw the most takers?
RIA NEWS AUG 17, 2023
CFP exam pass rate highest in 8 years but which states saw the most takers?

Demonstrating experience on the job was the top reason cited for trying for certification.

Kestra Financial continues strong growth as 23 professionals add $1.3B AUM
RIA NEWS AUG 16, 2023
Kestra Financial continues strong growth as 23 professionals add $1.3B AUM

The second-quarter additions follow the 26 who joined the platform in Q1.

Madison Investments launches its first ETF with more to come in weeks
RIA NEWS AUG 16, 2023
Madison Investments launches its first ETF with more to come in weeks

Independently owned Wisconsin firm says launch is a natural extension of its investment strategies.

New Jersey $270M team sets up new wealth firm with LPL
RIA NEWS AUG 16, 2023
New Jersey $270M team sets up new wealth firm with LPL

The three advisors have left Merrill Lynch to form their independent firm.

DC plan sponsors taking more responsibility for employees' retirement income
RETIREMENT PLANNING AUG 15, 2023
DC plan sponsors taking more responsibility for employees' retirement income

J.P. Morgan Asset Management survey reveals greater role of employers in workers' financial well-being.

$205M advisor duo joins LPL from Raymond James' Fulton Financial Advisors
RIA NEWS AUG 15, 2023
$205M advisor duo joins LPL from Raymond James' Fulton Financial Advisors

The team in Arundel County, Maryland, join LPL's broker-dealer, RIA and custodial platforms.

SageView founder to become chairman as private wealth leader joins as CEO
RETIREMENT PLANNING AUG 15, 2023
SageView founder to become chairman as private wealth leader joins as CEO

The firm is expanding its focus on wealth management and retirement plan advisory.

UBS Wealth Management takes another $640M team from Wall Street firm
WIREHOUSES AUG 14, 2023
UBS Wealth Management takes another $640M team from Wall Street firm

The Swiss-headquartered wealth manager has expanded its advisor head count in Ohio.

Wealth Enhancement adds new leaders after 'remarkable growth' in 2023
RIA NEWS AUG 14, 2023
Wealth Enhancement adds new leaders after 'remarkable growth' in 2023

The firm has been expanding fast in the first half of the year including several acquisitions.