Steve Randall

Steve Randall
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'Federal law is not a suggestion' CFPB warns as fintech to pay $4.55M
NEWS INDUSTRY NEWS MAY 08, 2024
'Federal law is not a suggestion' CFPB warns as fintech to pay $4.55M

The agency has issued a stark warning to financial firms.

Private credit is growing as a financing option, outperforming for investors
INVESTING ALTERNATIVES MAY 07, 2024
Private credit is growing as a financing option, outperforming for investors

American Investment Council says the market continues to expand.

Asset managers face rising costs, sluggish revenues but AI might save the day
NEWS INDUSTRY NEWS MAY 07, 2024
Asset managers face rising costs, sluggish revenues but AI might save the day

BCG report urges firms to seize the opportunity from tech innovations.

Asset managers are focusing on quality data and a better investor experience
NEWS INDUSTRY NEWS MAY 06, 2024
Asset managers are focusing on quality data and a better investor experience

Accurate data and an expanded product range are priorities.

Boomerang kids putting finances at risk for themselves and their parents
NEWS INDUSTRY NEWS MAY 06, 2024
Boomerang kids putting finances at risk for themselves and their parents

Report reveals a rise in adult children returning home.

Consumer watchdog questions the tax benefits of $116B HSAs, industry hits back
NEWS INDUSTRY NEWS MAY 03, 2024
Consumer watchdog questions the tax benefits of $116B HSAs, industry hits back

CFPB report says fees offset gains, but the ABA says it's inaccurate.

Wealthiest taxpayers are a priority for IRS with more audits on the way
RETIREMENT TAX MAY 03, 2024
Wealthiest taxpayers are a priority for IRS with more audits on the way

The tax agency has updated its Strategic Operating Plan.

Bluerock invests in Townsend for private wealth expansion as Aon sells firm
NEWS INDUSTRY NEWS MAY 02, 2024
Bluerock invests in Townsend for private wealth expansion as Aon sells firm

Alternative asset manager and investment firm will target wealthy individuals.

Most people overvalue their time, underestimate their retirement savings
NEWS INDUSTRY NEWS MAY 02, 2024
Most people overvalue their time, underestimate their retirement savings

Empower study reveals people’s perceptions are often way out.

Franklin Templeton wants to transform the industry through Microsoft AI partnership
NEWS INDUSTRY NEWS MAY 01, 2024
Franklin Templeton wants to transform the industry through Microsoft AI partnership

The collab will use AI to power-up digital transformation at scale.