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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Schwab clients increased their SDBA balances in the first quarter
YOUR PRACTICE PRACTICE MANAGEMENT MAY 29, 2024
Schwab clients increased their SDBA balances in the first quarter

But what were their preferred investment options?

Most people would rather pay more tax now than lose Medicare
RETIREMENT RETIREMENT PLANNING MAY 28, 2024
Most people would rather pay more tax now than lose Medicare

Retirement health care coverage is already on the minds of millennials.

Global financial advisory market expected to be close to $262B by 2028
NEWS INDUSTRY NEWS MAY 28, 2024
Global financial advisory market expected to be close to $262B by 2028

New report predicts stronger annualized growth of 5%.

One third of investors believe the Fed won't cut rates at all this year
NEWS INDUSTRY NEWS MAY 24, 2024
One third of investors believe the Fed won't cut rates at all this year

Investor sentiment is falling overall as inflation, rate cut concerns rise.

Why HR managers could open the door to new business for advisors
NEWS INDUSTRY NEWS MAY 24, 2024
Why HR managers could open the door to new business for advisors

New digital assets legislation is unfit to maintain investor protection, SEC chair warns
NEWS REGULATION AND LEGISLATION MAY 23, 2024
New digital assets legislation is unfit to maintain investor protection, SEC chair warns

Financial Innovation and Technology for the 21st Century Act passed by the House.

Finra refutes firms' claims that it is forcing them to get workers back into the office
NEWS REGULATION AND LEGISLATION MAY 23, 2024
Finra refutes firms' claims that it is forcing them to get workers back into the office

Regulator says that claims of 'stringent' new rules are incorrect.

SEC chair hails benefits of faster settlements, but not everyone is so sure
NEWS INDUSTRY NEWS MAY 22, 2024
SEC chair hails benefits of faster settlements, but not everyone is so sure

T+1 begins Monday but there are concerns about a new way of working.

American workers are feeling more confident about their financial wellbeing: BofA
RETIREMENT RETIREMENT PLANNING MAY 22, 2024
American workers are feeling more confident about their financial wellbeing: BofA

Concern about current conditions weakening retirement savings has eased.

What are the biggest challenges for family offices in 2024?
NEWS INDUSTRY NEWS MAY 22, 2024
What are the biggest challenges for family offices in 2024?

Deloitte report shines light on the concerns and opportunities for firms.