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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Advisor moves: Wells Fargo FiNet, LPL Financial, Raymond James, Janney, Ameriprise
INDEPENDENT BROKER DEALERS AUG 20, 2025
Advisor moves: Wells Fargo FiNet, LPL Financial, Raymond James, Janney, Ameriprise

Firms announce new recruits including wirehouse breakaways.

Amid market turbulence, self-directed investors keep the faith, study reveals
EQUITIES AUG 20, 2025
Amid market turbulence, self-directed investors keep the faith, study reveals

Fidelity research finds resilience as DIY investors balance caution with optimism.

Advisor moves: Sanctuary Wealth gains $1.2B breakaways, Raymond James scores a double
INDEPENDENT BROKER DEALERS AUG 19, 2025
Advisor moves: Sanctuary Wealth gains $1.2B breakaways, Raymond James scores a double

Wells Fargo, Commonwealth, UBS are the firms losing advisor teams.

Cresset, Monticello to combine in strategic partnership with almost $200B in assets
RIA NEWS AUG 18, 2025
Cresset, Monticello to combine in strategic partnership with almost $200B in assets

Decision deepens the two firms' decade-long relationship.

BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach
ETFS AUG 18, 2025
BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach

Self-confessed ETF geek shares his take on the market with InvestmentNews.

Your custody model still isn't perfect, but what can you do about it?
PRACTICE MANAGEMENT AUG 18, 2025
Your custody model still isn't perfect, but what can you do about it?

New report highlights increasing complexity of custodian choices.

Citigroup continues strategic investment banking talent raid on JPMorgan
WIREHOUSES AUG 18, 2025
Citigroup continues strategic investment banking talent raid on JPMorgan

Since Vis Raghavan took over the reins last year, several have jumped ship.

US consumer credit shows signs of stability as borrowers manage debt responsibly
ALTERNATIVES AUG 15, 2025
US consumer credit shows signs of stability as borrowers manage debt responsibly

Report reveals measured growth, easing delinquencies, resilient credit behavior.

Your clients are likely to be concerned about supporting their kids through college
PRACTICE MANAGEMENT AUG 15, 2025
Your clients are likely to be concerned about supporting their kids through college

Cost of college is forcing parents, students to rethink education choices.

High-net-worth women over 60 are a rich potential client base, if you understand them
RETIREMENT PLANNING AUG 14, 2025
High-net-worth women over 60 are a rich potential client base, if you understand them

LPL's head of HNW planning says too many advisors are making a common mistake.