Steve Randall

Steve Randall
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How much income does the average American believe means financial security?
NEWS INDUSTRY NEWS JUL 02, 2024
How much income does the average American believe means financial security?

Spoiler alert: it's way more than most people make.

Asset manager taps former Vanguard $274B PM to lead ETF operations
INVESTING ETFS JUL 01, 2024
Asset manager taps former Vanguard $274B PM to lead ETF operations

After 14 years with Vanguard, Awais Khan has a new role.

Private Advisor Group picks up $155M advisor in Rochester, New York
NEWS RIAS JUL 01, 2024
Private Advisor Group picks up $155M advisor in Rochester, New York

The practice works with investors at some big-name organizations.

Investors increasingly seeking alts but education is key, says Crewe CIO
INVESTING ALTERNATIVES JUL 01, 2024
Investors increasingly seeking alts but education is key, says Crewe CIO

Dustin Thackeray, CFA, shares his insights on the alternatives investment space.

SEC's investor advocate warns of previously impossible scale and complexity of fraud   
NEWS INDUSTRY NEWS JUN 28, 2024
SEC's investor advocate warns of previously impossible scale and complexity of fraud   

Office of the Investor Advocate delivers FY2025 priorities report to Congress.

Morgan Stanley's Open AI-powered solution for advisors has expanded
YOUR PRACTICE FINTECH JUN 28, 2024
Morgan Stanley's Open AI-powered solution for advisors has expanded

Wall Street firm says advisor adoption of its solution is 98%.

Wealth management entrepreneur cleans up with Perigon acquisition
NEWS RIAS JUN 27, 2024
Wealth management entrepreneur cleans up with Perigon acquisition

It's the next step on a journey from cleaning business owner to wealth advisor.

NewEdge becomes new home for $580M JPMorgan team
NEWS RIAS JUN 27, 2024
NewEdge becomes new home for $580M JPMorgan team

Dallas-based team of four attracted by RIA's portfolio management credentials.

Employers are investing in workplace financial wellness, but not how employees want it
NEWS INDUSTRY NEWS JUN 27, 2024
Employers are investing in workplace financial wellness, but not how employees want it

New report highlights costly disconnect between firms and employees.

Americans more comfortable investing, want to meet their advisor more often
NEWS INDUSTRY NEWS JUN 26, 2024
Americans more comfortable investing, want to meet their advisor more often

Allianz Life survey also finds less anxiety about the economy than a year ago.