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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Most people don’t expect to need long-term care in old age, but think others will
RETIREMENT PLANNING MAY 08, 2025
Most people don’t expect to need long-term care in old age, but think others will

Gaps revealed in knowledge about employer-sponsored caregiving programs.

LPL reports strong first quarter with assets up to $1.8T, earnings above consensus
INDEPENDENT BROKER DEALERS MAY 08, 2025
LPL reports strong first quarter with assets up to $1.8T, earnings above consensus

Recruited assets, organic growth both powered ahead.

Finra extends feedback period on rule modernization
REGULATION AND LEGISLATION MAY 08, 2025
Finra extends feedback period on rule modernization

Regulator wants to know which rules are outdated

Fixed income, alternative investments were powerful combo in Q1
EQUITIES MAY 07, 2025
Fixed income, alternative investments were powerful combo in Q1

Large US institutional funds fared better with a lower allocation to equities.

Raymond James, Janney expand their reach with new advisors
RIA NEWS MAY 07, 2025
Raymond James, Janney expand their reach with new advisors

The firms have added $285M and $400M respectively to their AUM

What is Balefire, the new $3.7B RIA firm that wants to 10x AUM in a decade?
RIA NEWS MAY 06, 2025
What is Balefire, the new $3.7B RIA firm that wants to 10x AUM in a decade?

Two legacy teams unite under a new banner with clients in 39 states

Helping wealthy Americans evade tax just cost Credit Suisse $511M
REGULATION AND LEGISLATION MAY 06, 2025
Helping wealthy Americans evade tax just cost Credit Suisse $511M

Action follows years of investigation by US law enforcement.

Goldman Sachs to offer public-private model portfolios for RIAs
RIA NEWS MAY 06, 2025
Goldman Sachs to offer public-private model portfolios for RIAs

Solution aims to ease managing diversified private markets allocations at scale.

US futures lower but global markets rise amid renewed hopes of Trump deals
EQUITIES MAY 05, 2025
US futures lower but global markets rise amid renewed hopes of Trump deals

But foreign movies are now deemed a ‘national security risk’

Warren Buffett stuns investors with retirement from $1T Berkshire Hathaway
RIA NEWS MAY 04, 2025
Warren Buffett stuns investors with retirement from $1T Berkshire Hathaway

Veteran investor to step down aged 94, as earnings disappoint