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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Northern Trust partners with fintech to help kids of HNW clients learn financial literacy
NEWS INDUSTRY NEWS AUG 20, 2024
Northern Trust partners with fintech to help kids of HNW clients learn financial literacy

Platform encourages families to take meaningful steps in financial education.

Morgan Stanley team joins NewEdge Wealth in Allentown
NEWS ADVISOR MOVES AUG 19, 2024
Morgan Stanley team joins NewEdge Wealth in Allentown

It's the second expansion of the firm’s network announced in the last week.

Woman charged over alleged Elvis Presley loan fraud scheme  
NEWS INDUSTRY NEWS AUG 19, 2024
Woman charged over alleged Elvis Presley loan fraud scheme  

Legendary Graceland home faced foreclosure amid loan repayment demand.

NEWS INDUSTRY NEWS AUG 16, 2024
Retail brokerage, wealth management firms to face continued pressure on margins

Fitch says that strong performance remains offset by higher costs.

Fincentric merges with former InvestCloud CEO’s firm, plans expansion
NEWS INDUSTRY NEWS AUG 16, 2024
Fincentric merges with former InvestCloud CEO’s firm, plans expansion

Private equity firm Stellex Capital and Communify acquire firm from S&P Global.

SEC fines 26 firms a combined $390M for recordkeeping failures
NEWS INDUSTRY NEWS AUG 15, 2024
SEC fines 26 firms a combined $390M for recordkeeping failures

Firms that self-reported their violations will pay less than they would have done.

NewEdge Capital headed for another record year of growth for assets, advisors
NEWS INDUSTRY NEWS AUG 15, 2024
NewEdge Capital headed for another record year of growth for assets, advisors

Strong recruitment in the first half of 2024 has built on record 2023.

CFP exam saw another large cohort of participants in July, but how did they do?
NEWS INDUSTRY NEWS AUG 14, 2024
CFP exam saw another large cohort of participants in July, but how did they do?

CFP Board says exam remains 'the standard' for competent, ethical financial planning.

Schwab Asset Management launches its first actively managed fixed income ETF 
NEWS INDUSTRY NEWS AUG 14, 2024
Schwab Asset Management launches its first actively managed fixed income ETF 

Meanwhile, Schwab has awarded scholarships to next generation of RIA superstars.

For DIY investors who want to mix traditional assets with alts, there's a new IRA
NEWS INDUSTRY NEWS AUG 14, 2024
For DIY investors who want to mix traditional assets with alts, there's a new IRA

New retirement product is designed to make modern portfolio diversification easier.