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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Savant Wealth Management taps William Blair exec for new CFO
NEWS RIAS FEB 08, 2024
Savant Wealth Management taps William Blair exec for new CFO

Jon W. Zindel has more than 30 years of industry experience.

Active ETF momentum among key themes in 'vibrant' transition of funds
NEWS INDUSTRY NEWS FEB 07, 2024
Active ETF momentum among key themes in 'vibrant' transition of funds

Report highlights several trends underlying the continued strength of the ETF industry.

'Financial architect' joins $1.7B AUM Angeles Wealth
NEWS RIAS FEB 07, 2024
'Financial architect' joins $1.7B AUM Angeles Wealth

Advisor moves to national RIA firm in Santa Monica from LourdMurray.

Creating a 'retirement paycheck' more important than ever, RBC study reveals
RETIREMENT RETIREMENT PLANNING FEB 07, 2024
Creating a 'retirement paycheck' more important than ever, RBC study reveals

Unable to rely on pensions and Social Security, retirees need extra income source.

Schwab clients more active amid equities rally, but what are they buying?
INVESTING EQUITIES FEB 06, 2024
Schwab clients more active amid equities rally, but what are they buying?

The firm's Trading Activity Index reveals slight uptick in buying.

Macquarie hires new head of wealth distribution amid brand consolidation
NEWS INDUSTRY NEWS FEB 06, 2024
Macquarie hires new head of wealth distribution amid brand consolidation

The asset manager is bringing all of its US wealth investment brands under one name.

Former Goldman Sachs senior leader takes new role at TPG
NEWS INDUSTRY NEWS FEB 06, 2024
Former Goldman Sachs senior leader takes new role at TPG

The asset manager sees significant opportunity in infrastructure and real assets.

Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager
NEWS INDUSTRY NEWS FEB 05, 2024
Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager

The Charlotte, North Carolina-based firm will join Guardian Capital.

New leader for Northwestern Mutual advisors amid CEO succession plans
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 05, 2024
New leader for Northwestern Mutual advisors amid CEO succession plans

John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.

Mariner Wealth Advisors adds $104B AUA with double acquisition
NEWS INDUSTRY NEWS FEB 02, 2024
Mariner Wealth Advisors adds $104B AUA with double acquisition

The firm is creating a new institutional business unit.