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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Investing in courtroom outcomes is forecast to be a $24 billion industry in 5 years
ALTERNATIVES AUG 11, 2023
Investing in courtroom outcomes is forecast to be a $24 billion industry in 5 years

The litigation funding investment market js set for strong gains according to a new report.

Equities provided institutions with a 2.3% median return in second quarter
EQUITIES AUG 11, 2023
Equities provided institutions with a 2.3% median return in second quarter

Northern Trust research shows that tech sector stocks, especially AI, were among the winners.

Financial services leaders would rather quit than return to the office
PRACTICE MANAGEMENT AUG 11, 2023
Financial services leaders would rather quit than return to the office

Working from home is deeply entrenched in the psyche of many leaders and firms should take note, Deloitte says.

Former school teacher joins LPL Financial's employee advisor channel
INDEPENDENT BROKER DEALERS AUG 10, 2023
Former school teacher joins LPL Financial's employee advisor channel

Brendan Wood has managed approximately $130M in assets, most recently with Merrill Lynch.

Integrated Partners welcomes $225M Colorado RIA as an affiliate partner
RIA NEWS AUG 10, 2023
Integrated Partners welcomes $225M Colorado RIA as an affiliate partner

PRISM Financial Strategies has a specific niche serving the unique wealth management and advisory needs of women.

Average 401(k) balances are up from last year, but so are hardship withdrawals
RETIREMENT PLANNING AUG 09, 2023
Average 401(k) balances are up from last year, but so are hardship withdrawals

BofA report paints two conflicting pictures of the state of retirement savings in 2023.

Merrill Lynch $320M AUM team goes independent in Texas
INDEPENDENT BROKER DEALERS AUG 09, 2023
Merrill Lynch $320M AUM team goes independent in Texas

Veritas Legacy Wealth launches with support from LPL Financial's Strategic Wealth Services.

LPL adds direct indexing to its model portfolios program
INDEPENDENT BROKER DEALERS AUG 08, 2023
LPL adds direct indexing to its model portfolios program

The enhancement was announced at the firm's Focus 2023 event over the weekend.

Higher income households more likely to have long-term credit card debt
RIA NEWS AUG 08, 2023
Higher income households more likely to have long-term credit card debt

Those with earnings at least $100K are more than twice as likely to have held credit card debt for 5 years or more.

Many Americans relying on insurance they haven't bought to pay for old-age care
RETIREMENT PLANNING AUG 07, 2023
Many Americans relying on insurance they haven't bought to pay for old-age care

Survey reveals how people believe they will cope in their senior years, and the gaps that exist.