Steve Randall

Steve Randall
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Mortgage delinquency rate up slightly, but is it cause for concern?
NEWS INDUSTRY NEWS MAY 31, 2024
Mortgage delinquency rate up slightly, but is it cause for concern?

There should have been a dip in March due to tax refunds, but this didn't happen.

Most parents have made a financial sacrifice to help their adult children
NEWS INDUSTRY NEWS MAY 31, 2024
Most parents have made a financial sacrifice to help their adult children

Emergency savings, debt payments, even retirement savings are at risk.

More taxpayers to file tax returns for free as IRS makes Direct File permanent
RETIREMENT TAX MAY 31, 2024
More taxpayers to file tax returns for free as IRS makes Direct File permanent

Eligibility is expected to be expanded for the 2025 filing season.

Graduates want a career in finance industry, happy to work with AI
NEWS INDUSTRY NEWS MAY 30, 2024
Graduates want a career in finance industry, happy to work with AI

CFA Institute study highlights attractiveness of working with wealth.

Investor who lost $1.5M uses AI platform to recover $100M for others
NEWS INDUSTRY NEWS MAY 30, 2024
Investor who lost $1.5M uses AI platform to recover $100M for others

Platform gets backing of experienced investors in $2M seed round.

Outsourced trading boosts investment performance for asset managers: State Street
NEWS INDUSTRY NEWS MAY 30, 2024
Outsourced trading boosts investment performance for asset managers: State Street

Report found widespread performance gains across North America, globally.

American consumers are more confident generally, but finances remain concerning
NEWS INDUSTRY NEWS MAY 29, 2024
American consumers are more confident generally, but finances remain concerning

Reports from The Conference Board reveal mixed sentiment.

Schwab clients increased their SDBA balances in the first quarter
YOUR PRACTICE PRACTICE MANAGEMENT MAY 29, 2024
Schwab clients increased their SDBA balances in the first quarter

But what were their preferred investment options?

Most people would rather pay more tax now than lose Medicare
RETIREMENT RETIREMENT PLANNING MAY 28, 2024
Most people would rather pay more tax now than lose Medicare

Retirement health care coverage is already on the minds of millennials.

Global financial advisory market expected to be close to $262B by 2028
NEWS INDUSTRY NEWS MAY 28, 2024
Global financial advisory market expected to be close to $262B by 2028

New report predicts stronger annualized growth of 5%.