Steve Randall

Steve Randall
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Goldman Sachs and the three themes: firm shares mid-year outlook
NEWS INDUSTRY NEWS JUL 15, 2024
Goldman Sachs and the three themes: firm shares mid-year outlook

Wall Street investment experts see a complex mix of opportunities, risks.

Insurance distributor appoints veteran leader for $46B wealth management unit
NEWS INDUSTRY NEWS JUL 12, 2024
Insurance distributor appoints veteran leader for $46B wealth management unit

New hire has international experience across major name financial firms.

National $25.9B AUM RIA firm launches trust company in 'favorable' jurisdiction
NEWS INDUSTRY NEWS JUL 12, 2024
National $25.9B AUM RIA firm launches trust company in 'favorable' jurisdiction

The firm says expansion of its services will be powered by technology.

Citigroup fined $135M for failure to comply with Fed, OCC enforcements
NEWS REGULATION AND LEGISLATION JUL 11, 2024
Citigroup fined $135M for failure to comply with Fed, OCC enforcements

Shares drop 1.3% in early trading following Wednesday's penalties.

North America drives global net wealth to $477 trillion after 2023 rebound
NEWS INDUSTRY NEWS JUL 11, 2024
North America drives global net wealth to $477 trillion after 2023 rebound

But what does continued opportunity mean for the wealth management industry?

Gen Z concerned about reaching financial goals without parental support
NEWS INDUSTRY NEWS JUL 11, 2024
Gen Z concerned about reaching financial goals without parental support

Most of the generation are getting help from the bank of mom & dad.

National independent advisory firm hires RBC estate planning veteran
NEWS ADVISOR MOVES JUL 10, 2024
National independent advisory firm hires RBC estate planning veteran

New hire will strengthen holistic wealth management and family office framework.

Business owner clients consider succession, but that may not include the family
NEWS INDUSTRY NEWS JUL 10, 2024
Business owner clients consider succession, but that may not include the family

Edward Jones report finds that financial advisors are seeing another route.

Financial industry confidence in stopping transfer scams is worryingly low
NEWS INDUSTRY NEWS JUL 10, 2024
Financial industry confidence in stopping transfer scams is worryingly low

Firms are fighting the scammers, but LexisNexis report shows it's tough.

M&A outlook improves but the next few months looks uneven across industries
NEWS INDUSTRY NEWS JUL 10, 2024
M&A outlook improves but the next few months looks uneven across industries

BCG report reveals slower pace of recovery than expected so far in 2024.