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 2195 results
CEO confidence rebounds in Q3 2026, hitting highest point since start of year
PRACTICE MANAGEMENT AUG 07, 2026
CEO confidence rebounds in Q3 2026, hitting highest point since start of year

Business leaders grow more optimistic about economic conditions as geopolitical worries ease and hiring plans improve, survey finds.

With Active ETFs now at 12% of the $15T US market, is the mutual funds era closing?
ETFS AUG 06, 2026
With Active ETFs now at 12% of the $15T US market, is the mutual funds era closing?

New research from UMB Fund Services and FUSE Research Network shows active ETF adoption has tripled in five years, with 54% of advisors planning to increase allocations in the next 12 months.

Advisor moves: LPL loses a team to Raymond James, picks up Morgan Stanley breakaways
INDEPENDENT BROKER DEALERS AUG 06, 2026
Advisor moves: LPL loses a team to Raymond James, picks up Morgan Stanley breakaways

Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents.

Income needed to buy a typical US home remains near record high of $110,000
ALTERNATIVES AUG 06, 2026
Income needed to buy a typical US home remains near record high of $110,000

Affordability has edged slightly higher for first-time buyers, but the gap between what Americans earn and what homeownership costs remains historically wide.

Americans trust financial advisors most so why is there an engagement gap?
PRACTICE MANAGEMENT AUG 06, 2026
Americans trust financial advisors most so why is there an engagement gap?

New Edward Jones report reveals that internet research tops financial guidance, despite high level of confidence in professionals.

How AI is enabling voice-based hacking attacks to become riskier for financial firms
PRACTICE MANAGEMENT AUG 06, 2026
How AI is enabling voice-based hacking attacks to become riskier for financial firms

Sophisticated campaigns have struck some of the country's largest money managers including hedge funds, banks.

Summit, Savvy both announce dual RIA recruitments with $1B on the move
RIA NEWS AUG 05, 2026
Summit, Savvy both announce dual RIA recruitments with $1B on the move

Firms announce new advisor teams, adding more than $500M each to their expanding AUM totals.

Schwab clients turn bullish on US stocks as confidence surges in Q3
EQUITIES AUG 05, 2026
Schwab clients turn bullish on US stocks as confidence surges in Q3

Sentiment survey shows investor bullishness nearly doubled from Q2, as traders grew more optimistic despite overvaluation concerns.

Modera, Simplicity announce new acquisitions in busy day for industry M&A
RIA NEWS AUG 05, 2026
Modera, Simplicity announce new acquisitions in busy day for industry M&A

Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.

Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets
INDEPENDENT BROKER DEALERS AUG 05, 2026
Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets

A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.