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
Leap of faith sours for church members as SEC charges man in alleged $35M Ponzi  
REGULATION, LEGAL & COMPLIANCE JUL 28, 2023
Leap of faith sours for church members as SEC charges man in alleged $35M Ponzi  

Many of the investors were elderly retirees who were members of the same church as the man charged.

Blockbuster investing: When to buy stocks related to movie brands
EQUITIES JUL 27, 2023
Blockbuster investing: When to buy stocks related to movie brands

With 'Barbie' packing theatres, investors may have already missed their chance to maximize returns from product manufacturer's shares.

Oppenheimer hires capital-raising veteran to focus on fintech investing
RIA NEWS JUL 27, 2023
Oppenheimer hires capital-raising veteran to focus on fintech investing

The firm has appointed a head of financial technology investment banking to lead investment and financial advisory for the growing industry.

Fed set to hike rates to 22-year high today, experts give their views
REGULATION, LEGAL & COMPLIANCE JUL 26, 2023
Fed set to hike rates to 22-year high today, experts give their views

The Federal Reserve will make the announcement at 2 p.m. ET and markets are expecting another increase.

Osaic gains $250M advisor team, its first since rebrand from Advisor Group
INDEPENDENT BROKER DEALERS JUL 26, 2023
Osaic gains $250M advisor team, its first since rebrand from Advisor Group

The firm has welcomed a team from Walnut Creek, California, that was previously with Cetera Advisors.

Savvy launches fully integrated AI platform for advisors
FINTECH JUL 25, 2023
Savvy launches fully integrated AI platform for advisors

The platform automates processes such as new account onboarding, portfolio recommendations, and personalized financial planning.

US alternative asset manager to boost AUM by $4B with private markets acquisition
ALTERNATIVES JUL 25, 2023
US alternative asset manager to boost AUM by $4B with private markets acquisition

HighVista Strategies is acquiring the US private markets business of abrdn Inc.

Kingsview Partners expands on Texas Panhandle with $600M Edward Jones advisors
RIA NEWS JUL 24, 2023
Kingsview Partners expands on Texas Panhandle with $600M Edward Jones advisors

A family of three advisors has joined the firm, its second expansion in the region in the past two months at the expense of Edward Jones.

Most Americans have a financial regret but what’s most prevalent?  
RETIREMENT PLANNING JUL 24, 2023
Most Americans have a financial regret but what’s most prevalent?  

With personal finances under strain for millions of Americans, most are wishing they had done things differently.

Investors are bullish but expect continued market volatility, says Morgan Stanley
RIA NEWS JUL 21, 2023
Investors are bullish but expect continued market volatility, says Morgan Stanley

Investor sentiment is rising along with expectation of the Fed navigating a soft landing.