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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Snowden Lane opens 15th office as advisor duo launch firm in Florida
RIA NEWS DEC 18, 2023
Snowden Lane opens 15th office as advisor duo launch firm in Florida

It's the second Snowden Lane office in the state, topping off a strong growth year.

Even as financial firms slim down head count, hiring is growing in one area
PRACTICE MANAGEMENT DEC 18, 2023
Even as financial firms slim down head count, hiring is growing in one area

Hires reflect the increasingly competitive industry environment.

Integrated Partners reports milestone year, with $3B in assets added in 2023
RIA NEWS DEC 15, 2023
Integrated Partners reports milestone year, with $3B in assets added in 2023

The firm also launched an insurance division and made its first acquisition.

Millennials now most confident investors at dealing with market volatility
RIA NEWS DEC 15, 2023
Millennials now most confident investors at dealing with market volatility

Overall, Americans are feeling more experienced at investing, a survey from Hearts & Wallets shows.

Tax-focused advisor says 'most' broker-dealers 'don't understand' his business  
INDEPENDENT BROKER DEALERS DEC 14, 2023
Tax-focused advisor says 'most' broker-dealers 'don't understand' his business  

$100M California-based team switches to Avantax from Crown Capital Securities.

Kudu takes stake in $23B investment manager Sage Advisory Services
RIA NEWS DEC 14, 2023
Kudu takes stake in $23B investment manager Sage Advisory Services

The investment will support the fast-growing firm's expansion plans.

NewEdge Capital hails record year for recruiting advisors, adds almost $10B AUM
RIA NEWS DEC 13, 2023
NewEdge Capital hails record year for recruiting advisors, adds almost $10B AUM

The firm has seen exponential growth and expanded its footprint.

Young Americans not yet saving for retirement, they have other priorities for their dollars
RETIREMENT PLANNING DEC 13, 2023
Young Americans not yet saving for retirement, they have other priorities for their dollars

Edward Jones shares insights from financial advisors about young adult clients.

Firm takes $1.2 billion practice to Carson Group
RIA NEWS DEC 12, 2023
Firm takes $1.2 billion practice to Carson Group

President says cutting-edge technology and resources were a big draw.

Atria Wealth attracts $350M firm from Osaic's Securities America
INDEPENDENT BROKER DEALERS DEC 12, 2023
Atria Wealth attracts $350M firm from Osaic's Securities America

New affiliate offers employers retirement plans and investments in multiple states.