Steve Randall

Steve Randall
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Meme stocks return to top trades among Schwab investors
INVESTING EQUITIES JUL 09, 2024
Meme stocks return to top trades among Schwab investors

Tech names were among the targets for the firm's clients.

Farther AUM grows significantly as firm adds 32 advisors
NEWS ADVISOR MOVES JUL 09, 2024
Farther AUM grows significantly as firm adds 32 advisors

Goldman Sachs' former RIA advisors among new hires for tech-centric firm.

BlackRock acquisition founder makes staff millionaires
NEWS INDUSTRY NEWS JUL 08, 2024
BlackRock acquisition founder makes staff millionaires

Deal makes Preqin chief wealthier than Larry Fink.

ESG remains divisive, many advisors just don't think it's sustainable
INVESTING ESG JUL 08, 2024
ESG remains divisive, many advisors just don't think it's sustainable

But it looks like remaining a growth area for investing.

Schroders Capital pilots tokenized insurance-linked securities investments
NEWS INDUSTRY NEWS JUL 05, 2024
Schroders Capital pilots tokenized insurance-linked securities investments

Private markets business teamed up with a global reinsurer for the proof of concept.

IRS warns tax professionals to be on guard over identity theft
RETIREMENT TAX JUL 05, 2024
IRS warns tax professionals to be on guard over identity theft

The agency says threats are evolving and require action.

Is Robinhood planning to move into wealth management with new acquisition?
YOUR PRACTICE FINTECH JUL 03, 2024
Is Robinhood planning to move into wealth management with new acquisition?

Stock trading and investment platform to add to capabilities.

Senior homeowners gained $329B equity in Q1 but price growth is slowing
NEWS INDUSTRY NEWS JUL 03, 2024
Senior homeowners gained $329B equity in Q1 but price growth is slowing

But some regions continue to outpace the easing national price gains.

SEC charges Silvergate Capital Corporation, former execs with misleading investors
NEWS REGULATION AND LEGISLATION JUL 02, 2024
SEC charges Silvergate Capital Corporation, former execs with misleading investors

The firm and two individuals have settled, but CFO will fight to clear his name.

Kovitz set to exceed $24B AUM as new combination is announced
NEWS RIAS JUL 02, 2024
Kovitz set to exceed $24B AUM as new combination is announced

Focus Financial firm is preparing for another major tie-up.