Steve Randall

Steve Randall
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LPL welcomes $205M team to its employee advisor channel
NEWS BROKER DEALERS SEP 08, 2023
LPL welcomes $205M team to its employee advisor channel

A new firm is born in Houston with Linsco by LPL Financial.

Where is the investment industry headed and how can professionals prepare?
NEWS INDUSTRY NEWS SEP 07, 2023
Where is the investment industry headed and how can professionals prepare?

CFA Institute muses industry future as it launches new research center.

Team with $145M practice switches to Cetera Advisor Networks
NEWS BROKER DEALERS SEP 07, 2023
Team with $145M practice switches to Cetera Advisor Networks

North Carolina advisor team was previously affiliated with Securities America.

Madison Investments launches another fund to round out ETF suite
INVESTING MUTUAL FUNDS SEP 07, 2023
Madison Investments launches another fund to round out ETF suite

The firm has now launched four ETFs in the past month.

Three wealth firms complete M&A to boost assets by more than $16B
NEWS RIAS SEP 06, 2023
Three wealth firms complete M&A to boost assets by more than $16B

Hundreds of advisors are now with new firms following the transactions.

Raymond James adds $317M wealth advisory team
NEWS BROKER DEALERS SEP 06, 2023
Raymond James adds $317M wealth advisory team

The three financial advisors and four associates join the firm from Avantax.

Men dominate most lucrative college degrees, Bankrate study reveals
NEWS INDUSTRY NEWS SEP 06, 2023
Men dominate most lucrative college degrees, Bankrate study reveals

Despite efforts to improve gender equality, women are less likely to hold highest earning degrees.

Want to invest in part of a luxury auto? There's a new platform for that
NEWS INDUSTRY NEWS SEP 05, 2023
Want to invest in part of a luxury auto? There's a new platform for that

Investors can now own a piece of rare, luxury, investment-grade vehicles.

Focus Financial Partners eyes new growth as $7B take-private completes
NEWS RIAS SEP 05, 2023
Focus Financial Partners eyes new growth as $7B take-private completes

The firm has been acquired by Clayton Dubilier & Rice and Stone Point Capital affiliated funds.

Hold tight! Financial services set to grow to $37.5 trillion by 2027
NEWS INDUSTRY NEWS SEP 05, 2023
Hold tight! Financial services set to grow to $37.5 trillion by 2027

Substantial global growth of 7.5% CAGR is anticipated in a new report.