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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LPL Financial picks up $900M team from Raymond James
RIA NEWS FEB 20, 2025
LPL Financial picks up $900M team from Raymond James

New recruits join the firm's broker-dealer, RIA, and custodial platforms.

VestGen c-suite includes seasoned industry execs from LPL, Hightower
RIA NEWS FEB 20, 2025
VestGen c-suite includes seasoned industry execs from LPL, Hightower

Fledgling $5.3B RIA platform has ambitious growth plans.

New era for $5B firm OneSeven as original breakaway founder steps up to CEO
RIA NEWS FEB 19, 2025
New era for $5B firm OneSeven as original breakaway founder steps up to CEO

Firm was founded by Morgan Stanley breakaways, merged with MGO.

Former Edelman Financial Engines exec goes independent with RFG Advisory
RIA NEWS FEB 19, 2025
Former Edelman Financial Engines exec goes independent with RFG Advisory

Founder launches new firm 10 years into wealth industry career.

Tocqueville Asset Management expands business with $1.3B AUM acquisition
RIA NEWS FEB 18, 2025
Tocqueville Asset Management expands business with $1.3B AUM acquisition

The 40-year-old independent investment partnership picks up high caliber team.

New York RIA, former rep fined combined $225K by SEC for breaching fiduciary duties
RIA NEWS FEB 18, 2025
New York RIA, former rep fined combined $225K by SEC for breaching fiduciary duties

Elderly clients impacted in transfers to higher-fee advisory accounts.

Do we need a new word for retirement as fewer people give up work?
RETIREMENT PLANNING FEB 18, 2025
Do we need a new word for retirement as fewer people give up work?

Another study highlights the oversized share of older Americans still working.

Ackermann promoted at Integrated Partners, Robertson Stephens strengthens board
RIA NEWS FEB 14, 2025
Ackermann promoted at Integrated Partners, Robertson Stephens strengthens board

Some of this week's hires across the wealth and investment industry

Emergency savings dynamic shifts to positive for first time in three years
RIA NEWS FEB 14, 2025
Emergency savings dynamic shifts to positive for first time in three years

More Americans have added to their savings than depleted them.

Advisors expect revenue boost this year as Secure 2.0 provisions kick in
RIA NEWS FEB 13, 2025
Advisors expect revenue boost this year as Secure 2.0 provisions kick in

Most retirement plan specialists anticipate gain of up to 10%.