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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Almost half of student loan debtors want more help to ease 'national crisis'
NEWS INDUSTRY NEWS AUG 18, 2023
Almost half of student loan debtors want more help to ease 'national crisis'

Even among those without outstanding education borrowing, a sizable share say it's a crisis.

Advisors shouldn't talk to clients about aging, most don't like it
RETIREMENT RETIREMENT PLANNING AUG 18, 2023
Advisors shouldn't talk to clients about aging, most don't like it

Growing old ain't what it used to be, and neither is retirement planning.

Edward Jones to offer banking services
NEWS INDUSTRY NEWS AUG 17, 2023
Edward Jones to offer banking services

The wealth management firm will offer its clients checking and savings accounts and potentially other banking products.

Equitable Advisors hires four advisors with combined $360M AUM
NEWS ADVISOR MOVES AUG 17, 2023
Equitable Advisors hires four advisors with combined $360M AUM

The four join the fast-growing wealth management business from separate firms.

CFP exam pass rate highest in 8 years but which states saw the most takers?
NEWS INDUSTRY NEWS AUG 17, 2023
CFP exam pass rate highest in 8 years but which states saw the most takers?

Demonstrating experience on the job was the top reason cited for trying for certification.

Kestra Financial continues strong growth as 23 professionals add $1.3B AUM
NEWS INDUSTRY NEWS AUG 16, 2023
Kestra Financial continues strong growth as 23 professionals add $1.3B AUM

The second-quarter additions follow the 26 who joined the platform in Q1.

Madison Investments launches its first ETF with more to come in weeks
NEWS INDUSTRY NEWS AUG 16, 2023
Madison Investments launches its first ETF with more to come in weeks

Independently owned Wisconsin firm says launch is a natural extension of its investment strategies.

New Jersey $270M team sets up new wealth firm with LPL
NEWS INDUSTRY NEWS AUG 16, 2023
New Jersey $270M team sets up new wealth firm with LPL

The three advisors have left Merrill Lynch to form their independent firm.

DC plan sponsors taking more responsibility for employees' retirement income
RETIREMENT RETIREMENT PLANNING AUG 15, 2023
DC plan sponsors taking more responsibility for employees' retirement income

J.P. Morgan Asset Management survey reveals greater role of employers in workers' financial well-being.

$205M advisor duo joins LPL from Raymond James' Fulton Financial Advisors
NEWS ADVISOR MOVES AUG 15, 2023
$205M advisor duo joins LPL from Raymond James' Fulton Financial Advisors

The team in Arundel County, Maryland, join LPL's broker-dealer, RIA and custodial platforms.