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

     
   
   
     

Featured content from Steve

              Global ETF diversification is now a risk management imperative, says Dina Ting                     $124 trillion wake-up call: Why younger investors are turning away from traditional advisors                     Advisors at a crossroads: Guardian’s Mike Perry on winning the next generation of clients            
       

Previous experience

       
  •          
  • Mortgage Professional Canada
  •        
     
   
 
 
   

Read the latest stories by Steve

     
Steve Randall
Displaying 2205 results
Avoiding the capital gains tax trap when making portfolio changes
PRACTICE MANAGEMENT SEP 24, 2025
Avoiding the capital gains tax trap when making portfolio changes

Envestnet's Erik Preus says advisors can stand out with after-tax performance insights.

AI chatbots were tasked with estate planning queries; here's how they scored
RETIREMENT PLANNING SEP 23, 2025
AI chatbots were tasked with estate planning queries; here's how they scored

New research tested four of the best known bots to find out how good they are

Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
WIREHOUSES SEP 23, 2025
Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately

The wealth management executive has headed the business since 2021

Aprio acquires $1.8B RIA as part of Midwest accounting firm deal
RIA NEWS SEP 22, 2025
Aprio acquires $1.8B RIA as part of Midwest accounting firm deal

The acquired firm will become part of Aprio Wealth Management.

Millionaires can buy their way into the US with some eligible for tax free option
EQUITIES SEP 22, 2025
Millionaires can buy their way into the US with some eligible for tax free option

Meanwhile, skilled workers will face a new $100K fee to acquire an H-1B visa.

IFG expands recruiting reach with key promotions in West and Mountain regions
INDEPENDENT BROKER DEALERS SEP 19, 2025
IFG expands recruiting reach with key promotions in West and Mountain regions

Independent wealth manager sharpens national growth strategy with leadership appointments

Dark clouds are weakening sentiment at both ends of the income spectrum
EQUITIES SEP 19, 2025
Dark clouds are weakening sentiment at both ends of the income spectrum

Stock market performance is not enough to offset concern about the economy

The 4 key behaviors of high-growth advisors that set them apart from the rest
INDEPENDENT BROKER DEALERS SEP 18, 2025
The 4 key behaviors of high-growth advisors that set them apart from the rest

Study reveals what fuels sustainable wealth management firm growth.

Schwab says branches are key differentiator despite digital growth
PRACTICE MANAGEMENT SEP 18, 2025
Schwab says branches are key differentiator despite digital growth

Firm is hiring for new locations while BofA launches opportunities for veterans.

What's next for independent advisors? Study highlights evolution beyond financial advice
PRACTICE MANAGEMENT SEP 17, 2025
What's next for independent advisors? Study highlights evolution beyond financial advice

Report shows RIAs are investing in trust, tech and talent.

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