Steve Randall

Steve Randall
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Equitable Advisors hires four advisors with combined $360M AUM
NEWS ADVISOR MOVES AUG 17, 2023
Equitable Advisors hires four advisors with combined $360M AUM

The four join the fast-growing wealth management business from separate firms.

CFP exam pass rate highest in 8 years but which states saw the most takers?
NEWS INDUSTRY NEWS AUG 17, 2023
CFP exam pass rate highest in 8 years but which states saw the most takers?

Demonstrating experience on the job was the top reason cited for trying for certification.

Kestra Financial continues strong growth as 23 professionals add $1.3B AUM
NEWS INDUSTRY NEWS AUG 16, 2023
Kestra Financial continues strong growth as 23 professionals add $1.3B AUM

The second-quarter additions follow the 26 who joined the platform in Q1.

Madison Investments launches its first ETF with more to come in weeks
NEWS INDUSTRY NEWS AUG 16, 2023
Madison Investments launches its first ETF with more to come in weeks

Independently owned Wisconsin firm says launch is a natural extension of its investment strategies.

New Jersey $270M team sets up new wealth firm with LPL
NEWS INDUSTRY NEWS AUG 16, 2023
New Jersey $270M team sets up new wealth firm with LPL

The three advisors have left Merrill Lynch to form their independent firm.

DC plan sponsors taking more responsibility for employees' retirement income
RETIREMENT RETIREMENT PLANNING AUG 15, 2023
DC plan sponsors taking more responsibility for employees' retirement income

J.P. Morgan Asset Management survey reveals greater role of employers in workers' financial well-being.

$205M advisor duo joins LPL from Raymond James' Fulton Financial Advisors
NEWS ADVISOR MOVES AUG 15, 2023
$205M advisor duo joins LPL from Raymond James' Fulton Financial Advisors

The team in Arundel County, Maryland, join LPL's broker-dealer, RIA and custodial platforms.

SageView founder to become chairman as private wealth leader joins as CEO
NEWS RIAS AUG 15, 2023
SageView founder to become chairman as private wealth leader joins as CEO

The firm is expanding its focus on wealth management and retirement plan advisory.

UBS Wealth Management takes another $640M team from Wall Street firm
NEWS WIREHOUSES AUG 14, 2023
UBS Wealth Management takes another $640M team from Wall Street firm

The Swiss-headquartered wealth manager has expanded its advisor head count in Ohio.

Wealth Enhancement adds new leaders after 'remarkable growth' in 2023
NEWS INDUSTRY NEWS AUG 14, 2023
Wealth Enhancement adds new leaders after 'remarkable growth' in 2023

The firm has been expanding fast in the first half of the year including several acquisitions.