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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Can AI explain annuities better than a human advisor?
RETIREMENT PLANNING JAN 05, 2024
Can AI explain annuities better than a human advisor?

This AI product doesn't want to take your job, and it might make it easier.

Rates, inflation still enough to keep would-be investors on the sidelines
RIA NEWS JAN 04, 2024
Rates, inflation still enough to keep would-be investors on the sidelines

Concern about personal finances remains elevated, says Allianz Life.

Dakota Wealth Management expands AUM to $4.9B with new acquisition
RIA NEWS JAN 04, 2024
Dakota Wealth Management expands AUM to $4.9B with new acquisition

Florida-based firm now has 15 offices in 9 states.

Young Americans expect an average $320K inheritance, but how will they use it?
RIA NEWS JAN 03, 2024
Young Americans expect an average $320K inheritance, but how will they use it?

Using their windfall for investing and saving is a priority, survey shows.

Why change an established wealth management brand after 35 years?
RIA NEWS JAN 03, 2024
Why change an established wealth management brand after 35 years?

New year, new name for a national broker-dealer and RIA platform managing $3.3B.

Cetera CEO sees 'even bigger things' ahead as private equity firm reinvests
INDEPENDENT BROKER DEALERS JAN 02, 2024
Cetera CEO sees 'even bigger things' ahead as private equity firm reinvests

Genstar Capital made its original investment in the firm in 2018.

Small investors remain committed to US home assets, but flipping eases
RIA NEWS JAN 02, 2024
Small investors remain committed to US home assets, but flipping eases

Data reveals that investors make up an increasing share of single-family home buyers.

LPL Financial takes minority stake in Independent Advisor Alliance
RIA NEWS DEC 22, 2023
LPL Financial takes minority stake in Independent Advisor Alliance

IAA founder sees significant development in its growth journey.

Equity bulls show highest sentiment in 30 months, says AAII
EQUITIES DEC 22, 2023
Equity bulls show highest sentiment in 30 months, says AAII

Meanwhile, pessimism is unusually low according to investor poll.

Financial advisors want asset managers to provide more education on alternatives
ALTERNATIVES DEC 22, 2023
Financial advisors want asset managers to provide more education on alternatives

Research reveals the types of educational material most wanted.