Steve Randall

Steve Randall
Displaying 847 results
What happened to those good intentions to put tax refunds in savings accounts?
NEWS INDUSTRY NEWS AUG 05, 2024
What happened to those good intentions to put tax refunds in savings accounts?

Back-to-school costs exacerbate savings challenges with many missing goals.

New DOJ whistleblowers program is now live, but how does it differ from the others?
NEWS INDUSTRY NEWS AUG 02, 2024
New DOJ whistleblowers program is now live, but how does it differ from the others?

The pilot program intends to fill gaps in existing schemes.

CFA Institute's new framework aims to improve clarity for index investment products
NEWS INDUSTRY NEWS AUG 02, 2024
CFA Institute's new framework aims to improve clarity for index investment products

It hopes to bring greater transparency and more effective communication.

Social media platform founder charged by SEC in alleged $170M fraud
NEWS INDUSTRY NEWS AUG 01, 2024
Social media platform founder charged by SEC in alleged $170M fraud

Investors should be 'vigilant in this space' warns SEC regional director.

Captrust chief says $1T AUM milestone is a 'surreal achievement'
NEWS INDUSTRY NEWS AUG 01, 2024
Captrust chief says $1T AUM milestone is a 'surreal achievement'

The firm expects to benefit from further consolidation.

Securities class actions are another thing being accelerated by AI
NEWS INDUSTRY NEWS AUG 01, 2024
Securities class actions are another thing being accelerated by AI

Report finds fewer filings related to cryptos, more related to AI.

Markets may be too optimistic amid multiple risks, says Natixis IM
NEWS INDUSTRY NEWS JUL 31, 2024
Markets may be too optimistic amid multiple risks, says Natixis IM

Strategists cite the US election among the key risks for investors.

Why clients really want to talk to their advisor about the weather
RETIREMENT RETIREMENT PLANNING JUL 31, 2024
Why clients really want to talk to their advisor about the weather

Americans fear that natural disasters could devastate retirement savings.

Rate cuts should fuel homebuying, will the wait soon be over?
NEWS INDUSTRY NEWS JUL 30, 2024
Rate cuts should fuel homebuying, will the wait soon be over?

Almost half of current homebuyers need mortgage rates below 5%.

Bored with AI investments already? This disruptor may be what you need
NEWS INDUSTRY NEWS JUL 30, 2024
Bored with AI investments already? This disruptor may be what you need

An industry that connects AI and science is set to shake up almost every industry.