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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Fiduciary Trust hires BNY Mellon strategist to drive financial planning innovation
NEWS INDUSTRY NEWS MAY 13, 2024
Fiduciary Trust hires BNY Mellon strategist to drive financial planning innovation

The $102B AUM firm is part of Franklin Templeton.

Half of FSA holders forfeited funds to their employers: EBRI report
NEWS INDUSTRY NEWS MAY 10, 2024
Half of FSA holders forfeited funds to their employers: EBRI report

An analysis of over 3.2 million accounts also reveals increased contributions.

RIA-focused fintech Flourish is living up to its name
RETIREMENT LIFE INSURANCE AND ANNUITIES MAY 10, 2024
RIA-focused fintech Flourish is living up to its name

The firm has announced a surge in advisors and AUC.

Most Americans have modest savings goals, but do they meet them?
NEWS INDUSTRY NEWS MAY 09, 2024
Most Americans have modest savings goals, but do they meet them?

New survey also reveals disconnect between intention and action for tax refunds.

Military households more likely to suffer financial challenges, study reveals
NEWS INDUSTRY NEWS MAY 09, 2024
Military households more likely to suffer financial challenges, study reveals

NFCC report shows requirement for financial advice is strong.

Wealth Enhancement Group adds $809M California advisor team
NEWS ADVISOR MOVES MAY 08, 2024
Wealth Enhancement Group adds $809M California advisor team

Fourth firm to join WEG this year takes its total AUM to near $83B.

'Federal law is not a suggestion' CFPB warns as fintech to pay $4.55M
NEWS INDUSTRY NEWS MAY 08, 2024
'Federal law is not a suggestion' CFPB warns as fintech to pay $4.55M

The agency has issued a stark warning to financial firms.

Private credit is growing as a financing option, outperforming for investors
INVESTING ALTERNATIVES MAY 07, 2024
Private credit is growing as a financing option, outperforming for investors

American Investment Council says the market continues to expand.

Asset managers face rising costs, sluggish revenues but AI might save the day
NEWS INDUSTRY NEWS MAY 07, 2024
Asset managers face rising costs, sluggish revenues but AI might save the day

BCG report urges firms to seize the opportunity from tech innovations.

Asset managers are focusing on quality data and a better investor experience
NEWS INDUSTRY NEWS MAY 06, 2024
Asset managers are focusing on quality data and a better investor experience

Accurate data and an expanded product range are priorities.