Steve Randall

Steve Randall
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Small investors remain committed to US home assets, but flipping eases
NEWS INDUSTRY NEWS JAN 02, 2024
Small investors remain committed to US home assets, but flipping eases

Data reveals that investors make up an increasing share of single-family home buyers.

LPL Financial takes minority stake in Independent Advisor Alliance
NEWS INDUSTRY NEWS DEC 22, 2023
LPL Financial takes minority stake in Independent Advisor Alliance

IAA founder sees significant development in its growth journey.

Equity bulls show highest sentiment in 30 months, says AAII
INVESTING EQUITIES DEC 22, 2023
Equity bulls show highest sentiment in 30 months, says AAII

Meanwhile, pessimism is unusually low according to investor poll.

Financial advisors want asset managers to provide more education on alternatives
INVESTING ALTERNATIVES DEC 22, 2023
Financial advisors want asset managers to provide more education on alternatives

Research reveals the types of educational material most wanted.

Most Americans are not expecting improved finances in 2024
NEWS INDUSTRY NEWS DEC 21, 2023
Most Americans are not expecting improved finances in 2024

A quarter of those surveyed by Bankrate think worse is to come.

Kestra PWS attracts $181M breakaway team in Texas
NEWS ADVISOR MOVES DEC 21, 2023
Kestra PWS attracts $181M breakaway team in Texas

Flexibility cited as key reason to shift from the wirehouse model.

Institutional investors have a positive outlook for the economy, CEOs are not convinced
NEWS INDUSTRY NEWS DEC 21, 2023
Institutional investors have a positive outlook for the economy, CEOs are not convinced

Global survey of business leaders and portfolio managers reveals split opinion.

Wealthy Americans say it's harder than ever to build and protect wealth
RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 20, 2023
Wealthy Americans say it's harder than ever to build and protect wealth

New report from Chubb probes the millionaire mindset to find what matters to them.

Wealth Enhancement Group acquires $265M independent RIA
NEWS RIAS DEC 20, 2023
Wealth Enhancement Group acquires $265M independent RIA

Firm expands footprint with fourth Massachusetts office.

LPL welcomes $200M advisor team in upstate New York
NEWS ADVISOR MOVES DEC 20, 2023
LPL welcomes $200M advisor team in upstate New York

Firm shifts affiliation from Osaic network's Triad Advisors.