Steve Randall

Steve Randall
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Consumers lean on unsecured debt as cost of living bites, reports TransUnion
NEWS INDUSTRY NEWS NOV 10, 2023
Consumers lean on unsecured debt as cost of living bites, reports TransUnion

Bank card and personal loan balances rise 15% while mortgage originations tumble.

Emigrant Partners plans for growth with strategic hires, team expansions
NEWS INDUSTRY NEWS NOV 10, 2023
Emigrant Partners plans for growth with strategic hires, team expansions

The firm works with wealth and asset managers with a collective $96B AUM.

Illinois advisor moves $230M practice to LPL from Wells Fargo
NEWS ADVISOR MOVES NOV 10, 2023
Illinois advisor moves $230M practice to LPL from Wells Fargo

25-year industry veteran seeks greater autonomy for next stage of his career.

Bank of Hawaii broker-dealer firm announces pass-through partnership
NEWS BROKER DEALERS NOV 09, 2023
Bank of Hawaii broker-dealer firm announces pass-through partnership

Multiyear clearing arrangement described as a win for both firms and clients.

Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard
INVESTING ETFS NOV 09, 2023
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard

The investment firm has shared its latest ETF perspectives and trends.

Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report
RETIREMENT RETIREMENT PLANNING NOV 09, 2023
Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report

Lower levels of digital literacy among older Americans leave them vulnerable.

Hightower adds $2.5B high-net-worth focused firm to its list of 2023 acquisitions
NEWS ADVISOR MOVES NOV 08, 2023
Hightower adds $2.5B high-net-worth focused firm to its list of 2023 acquisitions

The wealth manager has announced a strategic investment in the Florida RIA firm.

Gen Z is smashing the taboo of talking to their parents about money matters
NEWS INDUSTRY NEWS NOV 08, 2023
Gen Z is smashing the taboo of talking to their parents about money matters

Northwestern Mutual study finds young Americans are having financial talks earlier.

Abacus Life partners with Dynasty Financial Partners for new wealth division
RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 07, 2023
Abacus Life partners with Dynasty Financial Partners for new wealth division

The firm will offer clients comprehensive financial planning services.

Morningstar, Envestnet team up to revolutionize IRA advisory space
RETIREMENT RETIREMENT PLANNING NOV 07, 2023
Morningstar, Envestnet team up to revolutionize IRA advisory space

New solution will enable asset managers to empower small-balance IRA holders.