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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Gen X workers are struggling to save as cost of living swallows up wages
NEWS INDUSTRY NEWS JUL 16, 2024
Gen X workers are struggling to save as cost of living swallows up wages

They should be heading towards retirement but their finances are stretched.

Why your clients absolutely cannot claim a $32K Self Employment Tax Credit
RETIREMENT TAX JUL 16, 2024
Why your clients absolutely cannot claim a $32K Self Employment Tax Credit

Spoiler Alert: It does not exist despite claims on social media.

Medic-focused firm gets $200M growth equity shot in the arm, makes acquisition  
NEWS INDUSTRY NEWS JUL 15, 2024
Medic-focused firm gets $200M growth equity shot in the arm, makes acquisition  

Firm aims to redefine financial services for healthcare professionals.

Goldman Sachs and the three themes: firm shares mid-year outlook
NEWS INDUSTRY NEWS JUL 15, 2024
Goldman Sachs and the three themes: firm shares mid-year outlook

Wall Street investment experts see a complex mix of opportunities, risks.

Insurance distributor appoints veteran leader for $46B wealth management unit
NEWS INDUSTRY NEWS JUL 12, 2024
Insurance distributor appoints veteran leader for $46B wealth management unit

New hire has international experience across major name financial firms.

National $25.9B AUM RIA firm launches trust company in 'favorable' jurisdiction
NEWS INDUSTRY NEWS JUL 12, 2024
National $25.9B AUM RIA firm launches trust company in 'favorable' jurisdiction

The firm says expansion of its services will be powered by technology.

Citigroup fined $135M for failure to comply with Fed, OCC enforcements
NEWS REGULATION AND LEGISLATION JUL 11, 2024
Citigroup fined $135M for failure to comply with Fed, OCC enforcements

Shares drop 1.3% in early trading following Wednesday's penalties.

North America drives global net wealth to $477 trillion after 2023 rebound
NEWS INDUSTRY NEWS JUL 11, 2024
North America drives global net wealth to $477 trillion after 2023 rebound

But what does continued opportunity mean for the wealth management industry?

Gen Z concerned about reaching financial goals without parental support
NEWS INDUSTRY NEWS JUL 11, 2024
Gen Z concerned about reaching financial goals without parental support

Most of the generation are getting help from the bank of mom & dad.

National independent advisory firm hires RBC estate planning veteran
NEWS ADVISOR MOVES JUL 10, 2024
National independent advisory firm hires RBC estate planning veteran

New hire will strengthen holistic wealth management and family office framework.