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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Focus Financial announces another firm has joined The Colony Group, adding $6.6B
NEWS INDUSTRY NEWS NOV 05, 2024
Focus Financial announces another firm has joined The Colony Group, adding $6.6B

The deal is the second major announcement for the firm in the last week.

Schwab clients continued to focus on tech equities, sold gains on some financials
NEWS INDUSTRY NEWS NOV 05, 2024
Schwab clients continued to focus on tech equities, sold gains on some financials

The firm's trading index shows activity remains muted by historic standards.

Wealth, asset management titans team up for UHNW private markets venture
NEWS INDUSTRY NEWS NOV 04, 2024
Wealth, asset management titans team up for UHNW private markets venture

Joint venture brings together $72B wealth manager with global asset manager.

MMA athlete endorsements lead $523M RIA to lose fight with SEC
NEWS INDUSTRY NEWS NOV 04, 2024
MMA athlete endorsements lead $523M RIA to lose fight with SEC

Firm settles charges relating to SEC Marketing Rule compliance.

Mutual funds remain a stalwart of growth for America's middle-class wealth
NEWS INDUSTRY NEWS NOV 01, 2024
Mutual funds remain a stalwart of growth for America's middle-class wealth

ICI report highlights why the investment product has endured for 100 years.

Stephan hired for new COO role at Franklin Templeton Wealth Alternatives
NEWS INDUSTRY NEWS NOV 01, 2024
Stephan hired for new COO role at Franklin Templeton Wealth Alternatives

Former KKR, Morgan Stanley professional tasked with overseeing innovation.

Why retaining HNW clients ultimately comes down to one basic thing
NEWS INDUSTRY NEWS OCT 31, 2024
Why retaining HNW clients ultimately comes down to one basic thing

New survey finds varied levels of loyalty to advisors by generation.

LPL Financial beats expected earnings helped by record $26B recruitment assets
NEWS INDUSTRY NEWS OCT 30, 2024
LPL Financial beats expected earnings helped by record $26B recruitment assets

The firm reported record advisor count, strong organic growth.

Homeowners look at refinancing to ease monthly mortgage payment struggles
NEWS INDUSTRY NEWS OCT 30, 2024
Homeowners look at refinancing to ease monthly mortgage payment struggles

Millennials are most likely to say payments are impacting their personal finances.

NFL's Buffalo Bills, Miami Dolphins in reported talks with investment firms
NEWS INDUSTRY NEWS OCT 30, 2024
NFL's Buffalo Bills, Miami Dolphins in reported talks with investment firms

NFL owners voted in August for private equity funds to own minority stakes.