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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Advisor moves: LPL Financial, Osaic, Raymond James all welcome new teams
INDEPENDENT BROKER DEALERS AUG 21, 2025
Advisor moves: LPL Financial, Osaic, Raymond James all welcome new teams

Those jumping ship include women advisors and breakaways.

Parents juggle financial strain while staying optimistic, BMO report finds
PRACTICE MANAGEMENT AUG 21, 2025
Parents juggle financial strain while staying optimistic, BMO report finds

However, proactive planning helps families feel more secure.

Mariner announces an acquisition double, adding $1.7B to its AUA
RIA NEWS AUG 21, 2025
Mariner announces an acquisition double, adding $1.7B to its AUA

Firms in New York and Arizona are the latest additions to the mega-RIA.

Expansion for Sequoia Financial Group, Meridian Wealth Management
RIA NEWS AUG 21, 2025
Expansion for Sequoia Financial Group, Meridian Wealth Management

RIA firms announce deals to expand their growing footprints.

Discipline, digital banking, and CDs help a new generation turn saving into growth
PRACTICE MANAGEMENT AUG 21, 2025
Discipline, digital banking, and CDs help a new generation turn saving into growth

Survey shows Gen Z leading the way with strong saving behaviors.

Advisor moves: Wells Fargo FiNet, LPL Financial, Raymond James, Janney, Ameriprise
INDEPENDENT BROKER DEALERS AUG 20, 2025
Advisor moves: Wells Fargo FiNet, LPL Financial, Raymond James, Janney, Ameriprise

Firms announce new recruits including wirehouse breakaways.

Amid market turbulence, self-directed investors keep the faith, study reveals
EQUITIES AUG 20, 2025
Amid market turbulence, self-directed investors keep the faith, study reveals

Fidelity research finds resilience as DIY investors balance caution with optimism.

Advisor moves: Sanctuary Wealth gains $1.2B breakaways, Raymond James scores a double
INDEPENDENT BROKER DEALERS AUG 19, 2025
Advisor moves: Sanctuary Wealth gains $1.2B breakaways, Raymond James scores a double

Wells Fargo, Commonwealth, UBS are the firms losing advisor teams.

Cresset, Monticello to combine in strategic partnership with almost $200B in assets
RIA NEWS AUG 18, 2025
Cresset, Monticello to combine in strategic partnership with almost $200B in assets

Decision deepens the two firms' decade-long relationship.

BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach
ETFS AUG 18, 2025
BlackRock’s Nagrath says the rapid rise of fixed income ETFs has new heights to reach

Self-confessed ETF geek shares his take on the market with InvestmentNews.