Steve Randall

Steve Randall has more than three decades of media experience encompassing online, newspapers, magazines, radio, and podcasts. He focuses on insights and news for professionals in financial services, specifically investment and financial advisors. Steve writes for Key Media's Investment News (since 2023) and Wealth Professional (since 2014) titles with his Morning Briefing newsletter dropping into thousands of inboxes every morning. 

Steve Randall
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Family offices expand global footprint as entrepreneurial wealth drives new formations
PRACTICE MANAGEMENT MAY 13, 2026
Family offices expand global footprint as entrepreneurial wealth drives new formations

Report reveals growing number of firms along with highlighting investment strategies.

401(k) savers keep contributing as fewer tap retirement loans, Bank of America finds
RETIREMENT PLANNING MAY 13, 2026
401(k) savers keep contributing as fewer tap retirement loans, Bank of America finds

Participant contributions edge higher in Q1 as borrowing declines and hardship withdrawals remain steady.

eToro tops earnings estimates as commodities trading powers profit growth
FINTECH MAY 12, 2026
eToro tops earnings estimates as commodities trading powers profit growth

Retail investing platform beats forecasts as commodities offset weaker crypto trading.

Wealthspire’s Ground Control expands tax bench with RSL acquisition
MERGERS & ACQUISITIONS MAY 12, 2026
Wealthspire’s Ground Control expands tax bench with RSL acquisition

Los Angeles firm adds 35 years of expertise serving real estate, entertainment and wealthy clients.

Wealthy clients go global as ultra-rich fortunes set to reach $84T by end of decade
PRACTICE MANAGEMENT MAY 12, 2026
Wealthy clients go global as ultra-rich fortunes set to reach $84T by end of decade

New research points to rising demand for cross-border planning as mobile, self-made fortunes expand.

Small business retirement wave could unlock a major planning opportunity
RETIREMENT PLANNING MAY 12, 2026
Small business retirement wave could unlock a major planning opportunity

Contrarian Thinking report says rising deal flow, SBA lending and AI are reshaping Main Street ownership.

What do rising home prices and stabilizing sales mean for your clients’ wealth plans?
ALTERNATIVES MAY 12, 2026
What do rising home prices and stabilizing sales mean for your clients’ wealth plans?

April sales edge higher while data points to broadening home-price momentum.

Half of Americans still don’t know what 529 plans are, Edward Jones finds
INDEPENDENT BROKER DEALERS MAY 11, 2026
Half of Americans still don’t know what 529 plans are, Edward Jones finds

Survey highlights widespread lack of awareness as families struggle to save for future education costs.

Ascensus broadens retirement technology capabilities with AmericanTCS acquisition
FINTECH MAY 11, 2026
Ascensus broadens retirement technology capabilities with AmericanTCS acquisition

Deal adds trust, custody and automation tools to strengthen services for advisors and plan providers.

Private markets face retail reset as firms push for greater transparency
ALTERNATIVES MAY 11, 2026
Private markets face retail reset as firms push for greater transparency

Apollo explores $3 billion fund sale, KKR shrugs off turmoil, and new data tools aim to reassure investors.