HeyJaredSteve Randall
- Indexed articles, last 90 days
- 289
- Latest publication
- Oct 1, 2026
- Outlet visibility, for InvestmentNews
- Top 1M sites
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- Jul 6, 2026
Latest articles
Clients fear outliving savings as AI and longevity upend retirement math (opens the original)
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More than half of Americans worry they will withdraw too much from their retirement savings and run out of money before they die and new research suggests that fear is grounded in a systematic miscalculation of how long retirement actually lasts. The 2026 TIAA Retirement in the Age of AI and GLP-1s Survey, conducted by KRC Research among 1,000 U.S. adults aged 18 to 65 between July 27 and July 31, 2026, finds that 53% of respondents are most concerned about outliving their savings, compared to j
Morgan Stanley advisor with $1B pedigree joins upstate New York RIA (opens the original)
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A veteran Morgan Stanley advisor who oversaw approximately $1 billion in client assets during a 13-year career at the firm has left to join Uniting Wealth Partners (UWP), a Denver-based registered investment advisor that structures partnerships around advisor ownership and enterprise-building. Dana Cornell, who served ultra-high-net-worth clients at Morgan Stanley, and Kyle Kirk, a former Ameriprise Financial advisor managing an approximately $100 million book of business in northern Pennsylvani
Debt, AI and the holiday season: what younger clients are telling advisors (opens the original)
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Debt is no longer just a financial condition for younger Americans – it is a defining feature of how they think, spend, save and relate to one another. A nationally representative survey of 2,000 U.S. adults conducted by Wakefield Research on behalf of National Debt Relief found that 87% of millennials and 77% of Gen Z currently carry debt. Credit cards are the leading culprit for both generations, though millennials carry that balance month-to-month at a noticeably higher rate – 56% compared wi
Why advisors must close the retirement longevity gap now (opens the original)
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Americans are dreaming big about retirement but doing little to prepare for it and it is the problem Nancy DeRusso, Guardian's recently appointed Head of Client Solutions, wants the financial advice industry to solve. Guardian Life Insurance's 2026 Mind, Body, and Wallet report, released in May 2026, found that Americans reported the lowest overall well-being and financial health levels in the 15 years Guardian has tracked these metrics. Financial wellness remains the weakest pillar, with just t
Wealthy Gen Z and millennial donors are changing the philanthropic playbook (opens the original)
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A generational shift is reshaping high-net-worth philanthropy in the United States with direct implications for how financial advisors engage clients on charitable planning. New research from Bank of America Private Bank finds that Gen Z and millennial donors with $3 million or more in investable assets support an average of 12 charitable causes, compared with eight among wealthy donors overall. They are also reaching for a broader toolkit: 47% use charitable trusts, 24% use family foundations,
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