Steve Randall

Steve Randall
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Only one of the world's biggest firms of 2000 is still in the top 10 today
INVESTING EQUITIES SEP 14, 2023
Only one of the world's biggest firms of 2000 is still in the top 10 today

What were the biggest companies in the world by market cap in 2000 and 1980?

Why millionaires value their advisors for their long-term financial planning
NEWS INDUSTRY NEWS SEP 13, 2023
Why millionaires value their advisors for their long-term financial planning

But for those without a plan, running out of retirement savings is concerning.

Family offices focusing more on wealth and investment management, says Citi
YOUR PRACTICE PRACTICE MANAGEMENT SEP 13, 2023
Family offices focusing more on wealth and investment management, says Citi

Global survey of family office clients pinpoints current and emerging trends.

Amplify ETFs launches cash-flow fund on the Nasdaq
INVESTING MUTUAL FUNDS SEP 13, 2023
Amplify ETFs launches cash-flow fund on the Nasdaq

The fund will invest in US companies with high free cash flow yield and dividend growth.

Nine RIA firms fined $850K by SEC for marketing rule violations
YOUR PRACTICE PRACTICE MANAGEMENT SEP 12, 2023
Nine RIA firms fined $850K by SEC for marketing rule violations

The firms were caught in a sweep wrongly advertising hypothetical performance.

US may dodge recession but concerns remain, say bank chief economists
NEWS INDUSTRY NEWS SEP 12, 2023
US may dodge recession but concerns remain, say bank chief economists

American Bankers Association expert panel expects growth, but at a slower pace than we've had so far in 2023.

Alts allocations by LPs to rise along with use of AI, survey reveals
INVESTING ALTERNATIVES SEP 11, 2023
Alts allocations by LPs to rise along with use of AI, survey reveals

Limited partners and asset allocators appear wary of more volatile asset classes.

Kingsview expands with $260M former Wells Fargo duo
NEWS ADVISOR MOVES SEP 11, 2023
Kingsview expands with $260M former Wells Fargo duo

The firm's new office is in Roseville, Minnesota.

IAA taps LPL Financial and Northwestern Mutual as it prepares for growth
NEWS INDUSTRY NEWS SEP 11, 2023
IAA taps LPL Financial and Northwestern Mutual as it prepares for growth

Two new executives have joined the alliance of independent advisors.

ETF inflows were $137B in Q2, but what's next for the industry?
INVESTING ETFS SEP 08, 2023
ETF inflows were $137B in Q2, but what's next for the industry?

Vanguard says investors are returning to risk assets.