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
AI capex and rising real yields reshape advisor asset allocation
EQUITIES SEP 16, 2026
AI capex and rising real yields reshape advisor asset allocation

FTSE Russell's September 2026 report finds investors navigating a barbell market adding AI-linked growth assets while loading up on high-quality fixed income.

Broadridge brings digital assets to US wealth management platforms
ALTERNATIVES SEP 15, 2026
Broadridge brings digital assets to US wealth management platforms

Broker-dealers and RIAs can now offer clients crypto and tokenized securities through a single integrated platform.

NewEdge Wealth pushes into Minnesota and Ohio in latest expansion
RIA NEWS SEP 15, 2026
NewEdge Wealth pushes into Minnesota and Ohio in latest expansion

The No. 2-ranked RIA adds two new markets in weeks, with teams managing a combined $1.75 billion in client assets.

Life insurers are losing clients at an alarming rate and advisors can help fix it
LIFE INSURANCE AND ANNUITIES SEP 15, 2026
Life insurers are losing clients at an alarming rate and advisors can help fix it

New global research exposes a consumer engagement crisis in life insurance, with clear implications for how advisors position and support coverage conversations.

Student loan debt is costing 401(k) participants $10 billion a year in missed matches
RETIREMENT PLANNING SEP 15, 2026
Student loan debt is costing 401(k) participants $10 billion a year in missed matches

New EBRI research shows how borrowers fall behind on retirement savings and what plan sponsors can do about it.

Asset managers pull back on product expansion to chase disciplined growth
PRACTICE MANAGEMENT SEP 15, 2026
Asset managers pull back on product expansion to chase disciplined growth

A Northern Trust survey of 300 global investment leaders reveals a sharp strategic pivot toward outsourcing, cost control, and AI adoption.

Great Gray Trust Company and iCapital bring private markets into DC plans
ALTERNATIVES SEP 14, 2026
Great Gray Trust Company and iCapital bring private markets into DC plans

A new partnership aims to give 401(k) investors access to private equity, credit, and real assets via CITs.

Private equity fundraising rebounds but slow exits test LP patience
ALTERNATIVES SEP 14, 2026
Private equity fundraising rebounds but slow exits test LP patience

New S&P Global data shows a market in transition, with capital flowing in even as holding periods hit multi-year highs.

Anthropic, OpenAI IPO paths diverge as firms sound alarm bells for civilization
EQUITIES SEP 14, 2026
Anthropic, OpenAI IPO paths diverge as firms sound alarm bells for civilization

Sam Altman says market debut would be ‘ill-advised’ but Anthropic chases a $2 trillion valuation despite calls for AI development pause.

Dell family office nears $7.7B Baldwin Insurance take-private deal
EQUITIES SEP 14, 2026
Dell family office nears $7.7B Baldwin Insurance take-private deal

DFO Management is in advanced talks to acquire the Tampa-based insurance brokerage at a premium to its current market value.