Steve Randall

Steve Randall
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America's institutional investors posted some of their best returns in Q3
NEWS INDUSTRY NEWS NOV 11, 2024
America's institutional investors posted some of their best returns in Q3

US institutional investors report strong third quarter returns.

Two RIA firms welcome former UBS senior vice presidents as advisors
NEWS INDUSTRY NEWS NOV 08, 2024
Two RIA firms welcome former UBS senior vice presidents as advisors

Industry veterans make the move to expanding firms.

Half of retirees reveal they saved less than they need for their retirement
NEWS INDUSTRY NEWS NOV 08, 2024
Half of retirees reveal they saved less than they need for their retirement

Credit card balances have increased as spending beats expectation.

How could SEC priorities shift for investment managers post-election?
NEWS INDUSTRY NEWS NOV 07, 2024
How could SEC priorities shift for investment managers post-election?

Regulation experts warn day-to-day operations could be impacted.

Healthcare focused RIA extends reach with new practice group
NEWS INDUSTRY NEWS NOV 07, 2024
Healthcare focused RIA extends reach with new practice group

Florida based financial advisory firm is addressing unique industry challenges.

S&P 500 futures, dollar, Bitcoin surge as Trump declares victory
NEWS INDUSTRY NEWS NOV 06, 2024
S&P 500 futures, dollar, Bitcoin surge as Trump declares victory

Trump Trades gain as Republicans win swing states, US Senate.

Residential real estate prices have slowed again, and it's likely to get worse
NEWS INDUSTRY NEWS NOV 06, 2024
Residential real estate prices have slowed again, and it's likely to get worse

Potential returns from investing in homes set to be restrained for some time.

Focus Financial announces another firm has joined The Colony Group, adding $6.6B
NEWS INDUSTRY NEWS NOV 05, 2024
Focus Financial announces another firm has joined The Colony Group, adding $6.6B

The deal is the second major announcement for the firm in the last week.

Schwab clients continued to focus on tech equities, sold gains on some financials
NEWS INDUSTRY NEWS NOV 05, 2024
Schwab clients continued to focus on tech equities, sold gains on some financials

The firm's trading index shows activity remains muted by historic standards.

Wealth, asset management titans team up for UHNW private markets venture
NEWS INDUSTRY NEWS NOV 04, 2024
Wealth, asset management titans team up for UHNW private markets venture

Joint venture brings together $72B wealth manager with global asset manager.