Steve Randall

Steve Randall
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Family offices are becoming more professional, but face 10 key challenges
NEWS INDUSTRY NEWS AUG 09, 2024
Family offices are becoming more professional, but face 10 key challenges

New research finds improved governance, management, infrastructure.

Empower earnings at new record as personal wealth, workplace units expand
NEWS INDUSTRY NEWS AUG 08, 2024
Empower earnings at new record as personal wealth, workplace units expand

The firm has seen earnings grow 19% year-over-year across its business.

Millions of homeowners may be redirecting home equity into other investments
NEWS INDUSTRY NEWS AUG 08, 2024
Millions of homeowners may be redirecting home equity into other investments

But it could prove risky if investments perform worse than their real estate assets.

How are investment firms complying with SEC Marketing Rule?
NEWS INDUSTRY NEWS AUG 07, 2024
How are investment firms complying with SEC Marketing Rule?

IAA, CFA Institute joint survey reveals common practices.

Flourish expands annuities marketplace though new partnership
NEWS INDUSTRY NEWS AUG 07, 2024
Flourish expands annuities marketplace though new partnership

The firm launched its annuities platform for RIAs earlier this year.

Investing in a home today will mean disappointing returns in a year
NEWS INDUSTRY NEWS AUG 07, 2024
Investing in a home today will mean disappointing returns in a year

US home prices continue to slow with only one state seeing double digits.

Debt concerns have shifted away from inflation, but there are other issues
NEWS INDUSTRY NEWS AUG 06, 2024
Debt concerns have shifted away from inflation, but there are other issues

Surveys reveal large share of Americans are reliant on credit to get by.

For couples who choose not to have kids, finances look considerably different
NEWS INDUSTRY NEWS AUG 06, 2024
For couples who choose not to have kids, finances look considerably different

New report looks at how 'DINKs' prefer to spend their money.

New solution launched to help clients sell high-asset estates and trust-owned properties
NEWS INDUSTRY NEWS AUG 06, 2024
New solution launched to help clients sell high-asset estates and trust-owned properties

Family offices among intended users of first-of-kind operation.

Fidelity announces new comprehensive, advisory tech offerings for smaller RIA firms
NEWS INDUSTRY NEWS AUG 05, 2024
Fidelity announces new comprehensive, advisory tech offerings for smaller RIA firms

The firm has collaborated with leading providers for new solutions.