Steve Randall

Steve Randall
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What are the allocation priorities for investors with $18T in assets?
NEWS INDUSTRY NEWS MAR 25, 2024
What are the allocation priorities for investors with $18T in assets?

Study reveals strategies of large investors in North America and globally.

Investing in rental homes remains profitable but rent growth has slowed
NEWS INDUSTRY NEWS MAR 25, 2024
Investing in rental homes remains profitable but rent growth has slowed

Report shows average US rent growth of about 28% since February 2020.

Mutual funds, ETFs are taking a smaller bite out of returns as expense ratios fall
INVESTING MUTUAL FUNDS MAR 22, 2024
Mutual funds, ETFs are taking a smaller bite out of returns as expense ratios fall

2023 continued a long-term trend of decreasing expense ratios.

Former head of BlackRock's $1T US wealth management business joins specialized firm
NEWS INDUSTRY NEWS MAR 22, 2024
Former head of BlackRock's $1T US wealth management business joins specialized firm

Frank Porcelli has a new role at a private credit and secondaries investment firm.

Pensionmark announces strategic partnership to build new wealth management platform
RETIREMENT RETIREMENT PLANNING MAR 21, 2024
Pensionmark announces strategic partnership to build new wealth management platform

The firm is working with Vestmark to help shape the industry's future.

BlackRock advances digital assets strategy with launch of first public tokenized fund
INVESTING ALTERNATIVES MAR 21, 2024
BlackRock advances digital assets strategy with launch of first public tokenized fund

Asset manager has invested in Securitize to further digital assets infrastructure.

These are the top two reasons why affluent clients decide to change advisors
YOUR PRACTICE PRACTICE MANAGEMENT MAR 21, 2024
These are the top two reasons why affluent clients decide to change advisors

Those who meet these needs are better placed to lower client churn.

US equity investors increase risk appetite: S&P Global
NEWS INDUSTRY NEWS MAR 20, 2024
US equity investors increase risk appetite: S&P Global

S&P Global report shows expectations for returns have declined.

Bank customers are concerned about overregulation: ABA report
NEWS REGULATION AND LEGISLATION MAR 20, 2024
Bank customers are concerned about overregulation: ABA report

A banking industry survey reveals a high satisfaction with financial institutions.

Industry groups accuse SEC of trying to 'vastly expand its authority' over dealer rule
NEWS REGULATION AND LEGISLATION MAR 19, 2024
Industry groups accuse SEC of trying to 'vastly expand its authority' over dealer rule

Three associations say investors will lose out from expanded dealer definitions.