California
Get the latest news and insights on California's financial regulations, enforcement actions and litigation.
Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.
By Rob BurgessConsultant Marcia Mantell said she was "livid" at the idea. But advisors' clients have long worried about trust fund solvency.
May 12, 2026
10 Hottest U.S. Housing Markets: 2026In these locales, a Zillow report finds, demand for homes outstrips the number of homes for sale.
May 08, 2026
Ex-LPL RIA Employee Was Sane When He Killed Two Men, Jury FindsRamy Hany Mounir Fahim will be sentenced to life in prison without parole, a prosecutor says.
April 30, 2026
California's Wealth Tax Plan Fuels UHNW Anxiety"You've got the golden geese," a tax lawyer tells ThinkAdvisor, "but these geese have wings."
April 30, 2026
12 Best-Value Small Colleges and Universities: 2026Researchers analyzed more than 1,000 schools, public and private, with 5,000 students or fewer.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.