Steve Randall

Steve Randall
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Creating a 'retirement paycheck' more important than ever, RBC study reveals
RETIREMENT RETIREMENT PLANNING FEB 07, 2024
Creating a 'retirement paycheck' more important than ever, RBC study reveals

Unable to rely on pensions and Social Security, retirees need extra income source.

Schwab clients more active amid equities rally, but what are they buying?
INVESTING EQUITIES FEB 06, 2024
Schwab clients more active amid equities rally, but what are they buying?

The firm's Trading Activity Index reveals slight uptick in buying.

Macquarie hires new head of wealth distribution amid brand consolidation
NEWS INDUSTRY NEWS FEB 06, 2024
Macquarie hires new head of wealth distribution amid brand consolidation

The asset manager is bringing all of its US wealth investment brands under one name.

Former Goldman Sachs senior leader takes new role at TPG
NEWS INDUSTRY NEWS FEB 06, 2024
Former Goldman Sachs senior leader takes new role at TPG

The asset manager sees significant opportunity in infrastructure and real assets.

Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager
NEWS INDUSTRY NEWS FEB 05, 2024
Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager

The Charlotte, North Carolina-based firm will join Guardian Capital.

New leader for Northwestern Mutual advisors amid CEO succession plans
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 05, 2024
New leader for Northwestern Mutual advisors amid CEO succession plans

John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.

Mariner Wealth Advisors adds $104B AUA with double acquisition
NEWS INDUSTRY NEWS FEB 02, 2024
Mariner Wealth Advisors adds $104B AUA with double acquisition

The firm is creating a new institutional business unit.

Rockefeller Global Family Office expands footprint with team of 10
NEWS ADVISOR MOVES FEB 02, 2024
Rockefeller Global Family Office expands footprint with team of 10

The firm has added its first private advisor team in Richmond, Virginia.

Will 2024 be a milestone year for hedge fund use of AI?
YOUR PRACTICE FINTECH FEB 02, 2024
Will 2024 be a milestone year for hedge fund use of AI?

If the industry can overcome some major hurdles, it could be.

Bluespring Wealth Partners acquires $500M family-run firm in Virginia
NEWS BROKER DEALERS FEB 01, 2024
Bluespring Wealth Partners acquires $500M family-run firm in Virginia

The 15-year-old firm’s leaders looking forward to focusing on client relationships.