Steve Randall

Steve Randall
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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.

Which are the best and worst states to retire to?
RETIREMENT RETIREMENT PLANNING AUG 02, 2023
Which are the best and worst states to retire to?

States ranked by affordability, weather, crime, and quality and cost of health care.

SEC files charges in $1B 'get rich' crypto scheme and $12M fraud
NEWS REGULATION AND LEGISLATION AUG 01, 2023
SEC files charges in $1B 'get rich' crypto scheme and $12M fraud

A man and entities he controls have been charged for allegedly selling unregulated securities and for fraudulent use of some of the proceeds.

LPL Financial welcomes $650M Morgan Stanley advisor team for new business
NEWS BROKER DEALERS AUG 01, 2023
LPL Financial welcomes $650M Morgan Stanley advisor team for new business

The trio of advisors have launched their new firm, Pinnacle Private Wealth Advisors, in Bellevue, Washington.

Fraudsters prey on US veterans' lack of PACT Act benefit claims knowledge
NEWS INDUSTRY NEWS JUL 31, 2023
Fraudsters prey on US veterans' lack of PACT Act benefit claims knowledge

Veterans and their families are being targeted by criminals, according to an AARP report.

Kingswood US hires experienced industry duo to enhance in-house capabilities
NEWS RIAS JUL 31, 2023
Kingswood US hires experienced industry duo to enhance in-house capabilities

The expanded investment banking and capital markets team will focus on three key verticals.

Investors rank climate risk alongside financial disclosures, but there's a big problem
NEWS INDUSTRY NEWS JUL 28, 2023
Investors rank climate risk alongside financial disclosures, but there's a big problem

Institutional investors want better information from companies but are they able to provide it?

Leap of faith sours for church members as SEC charges man in alleged $35M Ponzi  
NEWS REGULATION AND LEGISLATION JUL 28, 2023
Leap of faith sours for church members as SEC charges man in alleged $35M Ponzi  

Many of the investors were elderly retirees who were members of the same church as the man charged.

Blockbuster investing: When to buy stocks related to movie brands
INVESTING EQUITIES JUL 27, 2023
Blockbuster investing: When to buy stocks related to movie brands

With 'Barbie' packing theatres, investors may have already missed their chance to maximize returns from product manufacturer's shares.