Steve Randall

Steve Randall
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Higher income households more likely to have long-term credit card debt
NEWS INDUSTRY NEWS AUG 08, 2023
Higher income households more likely to have long-term credit card debt

Those with earnings at least $100K are more than twice as likely to have held credit card debt for 5 years or more.

Many Americans relying on insurance they haven't bought to pay for old-age care
RETIREMENT RETIREMENT PLANNING AUG 07, 2023
Many Americans relying on insurance they haven't bought to pay for old-age care

Survey reveals how people believe they will cope in their senior years, and the gaps that exist.

As back-to-school season approaches, families are getting stressed about finances
NEWS INDUSTRY NEWS AUG 07, 2023
As back-to-school season approaches, families are getting stressed about finances

Edward Jones survey reveals lack of financial education at high school sets people up for financial problems.

Ray Dalio says policymakers may be forced to raise taxes if Fed hikes fail
NEWS INDUSTRY NEWS AUG 04, 2023
Ray Dalio says policymakers may be forced to raise taxes if Fed hikes fail

The multibillionaire founder and CIO of Bridgewater Associates says the Great Wealth Transfer is why the Fed's inflation levers aren’t working as expected.

Stifel adds new flagship offices and $673M AUM with three advisory teams
NEWS INDUSTRY NEWS AUG 04, 2023
Stifel adds new flagship offices and $673M AUM with three advisory teams

The firm's new additions boost its total assets under management to more than $6.5B.

Raymond James welcomes $250M AUM Edward Jones team as independents
NEWS INDUSTRY NEWS AUG 04, 2023
Raymond James welcomes $250M AUM Edward Jones team as independents

The team will establish a new SilverTree Wealth office in Tucson, Arizona.

Inflation is weakening 401(k) savings ability for millions of Americans, says Schwab
RETIREMENT RETIREMENT PLANNING AUG 03, 2023
Inflation is weakening 401(k) savings ability for millions of Americans, says Schwab

Despite the challenging conditions, workers are trying to keep on top of retirement savings.

Advisor firms with combined 192-year history join forces with $5B AUM
NEWS RIAS AUG 03, 2023
Advisor firms with combined 192-year history join forces with $5B AUM

Deal brings together two of the longest-established US wealth management businesses.

Hightower partner Fairport Wealth's AUM reaches $4.5B on acquiring RIA firm
NEWS RIAS AUG 02, 2023
Hightower partner Fairport Wealth's AUM reaches $4.5B on acquiring RIA firm

It's the fifth sub-acquisition since Fairport joined Hightower in 2017.

Mercer Advisors acquires $720M high-net-worth focused RIA firm
NEWS RIAS AUG 02, 2023
Mercer Advisors acquires $720M high-net-worth focused RIA firm

National registered investment advisor firm expands its Californian presence with latest acquisition.