Steve Randall

Steve Randall
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Envestnet shares up 9% as reports suggest it's in talks to sell to PE
YOUR PRACTICE FINTECH APR 17, 2024
Envestnet shares up 9% as reports suggest it's in talks to sell to PE

Wealth management technology company has reportedly hired Morgan Stanley as advisor.

Rents still rising but investors are seeing slower annual increases: CoreLogic
NEWS INDUSTRY NEWS APR 17, 2024
Rents still rising but investors are seeing slower annual increases: CoreLogic

Latest CoreLogic Single-Family Rent Index reveals where rents are increasing the most.

Women's retirement outlook improving but headwinds persist: GSAM
RETIREMENT RETIREMENT PLANNING APR 16, 2024
Women's retirement outlook improving but headwinds persist: GSAM

Advisors need to personalize approach beyond saving more, earlier, and investing.

Regions Bank launches team dedicated to philanthropic ambitions
NEWS INDUSTRY NEWS APR 16, 2024
Regions Bank launches team dedicated to philanthropic ambitions

Bank announces seasoned leader for new wealth management team.

BlackRock executive joins investment technology firm SimCorp
YOUR PRACTICE FINTECH APR 16, 2024
BlackRock executive joins investment technology firm SimCorp

New hire will lead the firm's operations in the Americas.

Modern Wealth hires former Goldman leader to drive growth initiatives
NEWS INDUSTRY NEWS APR 15, 2024
Modern Wealth hires former Goldman leader to drive growth initiatives

Industry veteran Jason Del Col joins the $3 billion firm as head of advisory.

Dynasty Financial helps $550M Merrill team go independent
NEWS WIREHOUSES APR 15, 2024
Dynasty Financial helps $550M Merrill team go independent

Six advisors break away from the wirehouse to launch a firm in Alabama.

Carson Group hires former Envestnet, LPL executives to bolster growth strategy
NEWS INDUSTRY NEWS APR 12, 2024
Carson Group hires former Envestnet, LPL executives to bolster growth strategy

Dani Fava is joining the firm as its chief strategy officer.

Choreo names new chief investment officer, bolsters senior leadership team
NEWS RIAS APR 12, 2024
Choreo names new chief investment officer, bolsters senior leadership team

A total five new leaders have been appointed at the $24.6B firm this month.

Fidelity adds to $14B alt lineup with three new ETFs
INVESTING ETFS APR 12, 2024
Fidelity adds to $14B alt lineup with three new ETFs

The liquid alts funds aim to outperform the S&P 500 index.