Steve Randall

Steve Randall
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NTAM hires former Goldman leader as global head of product strategy
NEWS INDUSTRY NEWS JUL 24, 2024
NTAM hires former Goldman leader as global head of product strategy

The $1.2B firm's new appointment will lead the drive for innovation.

Outsourced family office hires $3B UHNW Citi duo
NEWS ADVISOR MOVES JUL 23, 2024
Outsourced family office hires $3B UHNW Citi duo

Hires continue firm's rapid growth following appointment of industry veteran.

Most advisors recommend ETF strategies to clients, State Street poll reveals
INVESTING ETFS JUL 23, 2024
Most advisors recommend ETF strategies to clients, State Street poll reveals

Institutional investors are on board, while individual investors are catching up slowly.

Which are the best US states to retire to? And the worst?
RETIREMENT RETIREMENT PLANNING JUL 23, 2024
Which are the best US states to retire to? And the worst?

Bankrate report ranks all fifty states based on multiple metrics.

Volatility likely for markets but the 'Trump Trade' remains for now
NEWS INDUSTRY NEWS JUL 22, 2024
Volatility likely for markets but the 'Trump Trade' remains for now

Volatility likely for markets but the ‘Trump Trade’ remains for now.

Asset managers' main AI benefit will not be investment performance, says Moody's
NEWS INDUSTRY NEWS JUL 22, 2024
Asset managers' main AI benefit will not be investment performance, says Moody's

But there are significant gains for firms that embrace the technology.

Being well paid is critical for employee satisfaction as financial worries persist
RETIREMENT RETIREMENT PLANNING JUL 22, 2024
Being well paid is critical for employee satisfaction as financial worries persist

OneDigital research finds retirement savings may be at risk of depletion.

Bluespring Wealth Partners welcomes $500M as affiliate
NEWS ADVISOR MOVES JUL 19, 2024
Bluespring Wealth Partners welcomes $500M as affiliate

Indiana firm has transitioned its investment business to Kestra Financial platform.

Mutual of America promotes $29B RIA leader to group CEO
NEWS RIAS JUL 19, 2024
Mutual of America promotes $29B RIA leader to group CEO

Former JPMorgan leader has overseen strong growth of business unit.

Aging population does not have to be a negative for the economy, says Citigroup
RETIREMENT RETIREMENT PLANNING JUL 19, 2024
Aging population does not have to be a negative for the economy, says Citigroup

Report cites financial resilience among key elements of strong 65+ population .