Steve Randall

Steve Randall
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Wealth management firms must offer more than just basic digital platforms
NEWS INDUSTRY NEWS NOV 22, 2024
Wealth management firms must offer more than just basic digital platforms

Report says firms risk restricted growth unless they elevate their offerings.

Florida man, firm charged by SEC for alleged sports-related $2.1M fraud
NEWS INDUSTRY NEWS NOV 22, 2024
Florida man, firm charged by SEC for alleged sports-related $2.1M fraud

Agency says investors believed they were backing loans to NFL players.

What do advisors think about AI, wealth transfer, fixed income opportunities?
NEWS INDUSTRY NEWS NOV 21, 2024
What do advisors think about AI, wealth transfer, fixed income opportunities?

New report gathers insights and sentiment from US advisors.

SEC hands $1.5B penalties to public companies in above-average enforcements
NEWS INDUSTRY NEWS NOV 21, 2024
SEC hands $1.5B penalties to public companies in above-average enforcements

Last year saw more action taken than the nine-year historical average.

How many US billionaires are there and how much are they worth?
NEWS INDUSTRY NEWS NOV 21, 2024
How many US billionaires are there and how much are they worth?

Latest stats show an increase in the number and wealth of US billionaires.

Savant expands in Kentucky with veteran-owned advisory firm acquisition
NEWS INDUSTRY NEWS NOV 20, 2024
Savant expands in Kentucky with veteran-owned advisory firm acquisition

It's the RIA firm's third acquisition so far in 2024.

What do specialists at T. Rowe Price expect for the markets in 2025?
NEWS INDUSTRY NEWS NOV 20, 2024
What do specialists at T. Rowe Price expect for the markets in 2025?

The firm has released its annual market outlook for the new year.

Investors go for gold with allocations, prices set to rise
NEWS INDUSTRY NEWS NOV 19, 2024
Investors go for gold with allocations, prices set to rise

Gold features in more portfolios and sentiment is high.

Gen Z buying power has risen with investing, job-hopping growing wealth
NEWS INDUSTRY NEWS NOV 19, 2024
Gen Z buying power has risen with investing, job-hopping growing wealth

Youngest cohort of American adults are focused on financial security.

Homeowners stay put as lower rates offer wealth building, debt consolidation
NEWS INDUSTRY NEWS NOV 18, 2024
Homeowners stay put as lower rates offer wealth building, debt consolidation

Those who have bought a home in the past decade focus on financial security.