Steve Randall

Steve Randall
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Most Americans think they can spot a scam, but Citi study reveals otherwise
NEWS INDUSTRY NEWS DEC 05, 2023
Most Americans think they can spot a scam, but Citi study reveals otherwise

Scams are becoming more prolific and more sophisticated.

Osaic owner reportedly seeking buyer for up to 20% stake in broker-dealer
NEWS BROKER DEALERS DEC 04, 2023
Osaic owner reportedly seeking buyer for up to 20% stake in broker-dealer

Minority shareholding could be worth as much as $2.5B.

Former Citi veteran joins Snowden Lane for HNW-focused practice
NEWS ADVISOR MOVES DEC 04, 2023
Former Citi veteran joins Snowden Lane for HNW-focused practice

Experienced advisor team in Florida follows recent expansion in Colorado.

Thinking of going independent? How smaller RIAs can win despite disruptive tech  
GO RIA TECHNOLOGY DEC 04, 2023
Thinking of going independent? How smaller RIAs can win despite disruptive tech  

Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.

Northwestern Mutual targets next-gen clients with new model portfolios
NEWS INDUSTRY NEWS DEC 01, 2023
Northwestern Mutual targets next-gen clients with new model portfolios

New products aim to attract younger investors who want to work with advisors.

RBC Wealth Management recruits $337M team in Memphis
NEWS INDUSTRY NEWS DEC 01, 2023
RBC Wealth Management recruits $337M team in Memphis

Team of six has switched from Cetera.

CAIS expands alts offering with Pershing with no transaction fees
NEWS INDUSTRY NEWS DEC 01, 2023
CAIS expands alts offering with Pershing with no transaction fees

Expansion of the two firm's partnership gives advisors greater access to funds.

Advisors using alternatives still a minority despite business case, says Fuse
INVESTING ALTERNATIVES DEC 01, 2023
Advisors using alternatives still a minority despite business case, says Fuse

Adoption of emerging structures such as interval funds and BDCs remains low.

Industry powerhouses team up to launch holistic wealth management firm
NEWS RIAS NOV 30, 2023
Industry powerhouses team up to launch holistic wealth management firm

New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.

Billionaires acquiring more wealth through inheritance than entrepreneurship, says UBS
NEWS WIREHOUSES NOV 30, 2023
Billionaires acquiring more wealth through inheritance than entrepreneurship, says UBS

Report focused on the last year highlights the impact of the Great Wealth Transfer.