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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Raymond James welcomes $325M AUM advisor, team from Edward Jones
NEWS BROKER DEALERS APR 07, 2025
Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

Bessent claims retirees not worried market rout will decimate their savings
RETIREMENT RETIREMENT PLANNING APR 07, 2025
Bessent claims retirees not worried market rout will decimate their savings

But they were worried even before equities dropped sharply

After Friday’s market slump, things can't be any worse today can they?
NEWS INDUSTRY NEWS APR 07, 2025
After Friday’s market slump, things can't be any worse today can they?

Monday morning blues for wealth managers as tariff woes deepen

Cerity Partners expands again with its second acquisition of the week
NEWS INDUSTRY NEWS APR 04, 2025
Cerity Partners expands again with its second acquisition of the week

The RIA firm has added another 27 employees to its growing headcount

S&P 500 loses $2.5T in one ‘tariffying’ day while economists raise recession odds
NEWS INDUSTRY NEWS APR 04, 2025
S&P 500 loses $2.5T in one ‘tariffying’ day while economists raise recession odds

JPMorgan chief economist says policy is essentially largest tax hike in 57 years

Dow Jones futures plunge 1000 points, US assets take biggest hit from tariffs
NEWS INDUSTRY NEWS APR 03, 2025
Dow Jones futures plunge 1000 points, US assets take biggest hit from tariffs

Global markets are digesting Trump’s announcement but most pain felt at home

Merrill loses two advisor teams managing more than $2B AUM
NEWS ADVISOR MOVES APR 02, 2025
Merrill loses two advisor teams managing more than $2B AUM

Raymond James, New Edge Advisors pick up wirehouse breakaways

Markets remain thorny ahead of Trump’s Rose Garden tariffs proclamation
NEWS INDUSTRY NEWS APR 02, 2025
Markets remain thorny ahead of Trump’s Rose Garden tariffs proclamation

Tariff news won’t be known until the market closes, but expect volatility

Cerity Partners acquires another firm as report says all RIAs should prepare for M&A
NEWS RIAS APR 02, 2025
Cerity Partners acquires another firm as report says all RIAs should prepare for M&A

Report finds high level of contact between firms and potential buyers

RIA veterans join leadership team at specialized brokerage Cache
NEWS INDUSTRY NEWS APR 01, 2025
RIA veterans join leadership team at specialized brokerage Cache

Fintech firm announces heads of investor, institutional solutions teams