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
Displaying 1131 results
Is Robinhood planning to move into wealth management with new acquisition?
FINTECH JUL 03, 2024
Is Robinhood planning to move into wealth management with new acquisition?

Stock trading and investment platform to add to capabilities.

Senior homeowners gained $329B equity in Q1 but price growth is slowing
RIA NEWS JUL 03, 2024
Senior homeowners gained $329B equity in Q1 but price growth is slowing

But some regions continue to outpace the easing national price gains.

SEC charges Silvergate Capital Corporation, former execs with misleading investors
REGULATION AND LEGISLATION JUL 02, 2024
SEC charges Silvergate Capital Corporation, former execs with misleading investors

The firm and two individuals have settled, but CFO will fight to clear his name.

Kovitz set to exceed $24B AUM as new combination is announced
RIA NEWS JUL 02, 2024
Kovitz set to exceed $24B AUM as new combination is announced

Focus Financial firm is preparing for another major tie-up.

How much income does the average American believe means financial security?
RIA NEWS JUL 02, 2024
How much income does the average American believe means financial security?

Spoiler alert: it's way more than most people make.

Asset manager taps former Vanguard $274B PM to lead ETF operations
ETFS JUL 01, 2024
Asset manager taps former Vanguard $274B PM to lead ETF operations

After 14 years with Vanguard, Awais Khan has a new role.

Private Advisor Group picks up $155M advisor in Rochester, New York
RIA NEWS JUL 01, 2024
Private Advisor Group picks up $155M advisor in Rochester, New York

The practice works with investors at some big-name organizations.

Investors increasingly seeking alts but education is key, says Crewe CIO
ALTERNATIVES JUL 01, 2024
Investors increasingly seeking alts but education is key, says Crewe CIO

Dustin Thackeray, CFA, shares his insights on the alternatives investment space.

SEC's investor advocate warns of previously impossible scale and complexity of fraud   
RIA NEWS JUN 28, 2024
SEC's investor advocate warns of previously impossible scale and complexity of fraud   

Office of the Investor Advocate delivers FY2025 priorities report to Congress.

Morgan Stanley's Open AI-powered solution for advisors has expanded
FINTECH JUN 28, 2024
Morgan Stanley's Open AI-powered solution for advisors has expanded

Wall Street firm says advisor adoption of its solution is 98%.