Steve Randall

Steve Randall
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Almost half of retirees want to go back to work, not always for money
RETIREMENT RETIREMENT PLANNING AUG 28, 2023
Almost half of retirees want to go back to work, not always for money

And millions of Americans are set to delay retirement, according to a new survey.

Land of the financially free? Not according to most Americans
RETIREMENT RETIREMENT PLANNING AUG 28, 2023
Land of the financially free? Not according to most Americans

Just 1 in 10 say they are living their version of financial freedom.

Investors wary of social media advice but more likely to trust AI
YOUR PRACTICE FINTECH AUG 28, 2023
Investors wary of social media advice but more likely to trust AI

CFP Board research shows that it’s not just younger generations that are open to AI-generated advice.

Boston Fed president says they 'may have more to do' to beat down inflation
NEWS REGULATION AND LEGISLATION AUG 25, 2023
Boston Fed president says they 'may have more to do' to beat down inflation

Susan Collins said she is surprised the economy has remained so resilient.

What clients want you to know about transferring wealth to their heirs
RETIREMENT RETIREMENT PLANNING AUG 25, 2023
What clients want you to know about transferring wealth to their heirs

Raymond James poll reveals the priorities of handling intergenerational wealth transfers.

Top 3 wholesalers to account for almost half of advisor assets by 2027
NEWS INDUSTRY NEWS AUG 25, 2023
Top 3 wholesalers to account for almost half of advisor assets by 2027

Wholesalers need to work hard to cultivate strong relationships as the market becomes increasingly competitive.

Schwab: Traders shake off recession fears with more optimistic sentiment
NEWS INDUSTRY NEWS AUG 24, 2023
Schwab: Traders shake off recession fears with more optimistic sentiment

But survey reveals that traders are split on whether now is a good time to invest.

Social Security benefits won't be enough for retirement, most believe
RETIREMENT RETIREMENT PLANNING AUG 24, 2023
Social Security benefits won't be enough for retirement, most believe

Concern is rising among pre-retirees and younger, but more are getting professional help.

ETFs are gaining popularity among fee-conscious advisors
INVESTING MUTUAL FUNDS AUG 23, 2023
ETFs are gaining popularity among fee-conscious advisors

Report from Escalent reveals more than 9 in 10 advisors sell both ETFs and mutual funds.

Hightower firm expands in Washington with $470M team
NEWS RIAS AUG 23, 2023
Hightower firm expands in Washington with $470M team

Highland Private Wealth Management's acquisition takes its AUM to $1.9B.