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 2361 results
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.

Kingswood US hires experienced industry duo to enhance in-house capabilities
PRACTICE MANAGEMENT JUL 31, 2023
Kingswood US hires experienced industry duo to enhance in-house capabilities

The expanded investment banking and capital markets team will focus on three key verticals.

Investors rank climate risk alongside financial disclosures, but there's a big problem
RIA NEWS JUL 28, 2023
Investors rank climate risk alongside financial disclosures, but there's a big problem

Institutional investors want better information from companies but are they able to provide it?