California
Get the latest news and insights on California's financial regulations, enforcement actions and litigation.
15 State Tax Ballot Measures to Watch in the Midterms
By Michael S. FischerCalifornians will vote on a wealth tax for billionaires — but there's a twist.
October 15, 2026
UBS Reorganizes U.S. Wealth BusinessThe firm's field structure will consist of four divisions, including an international department focused on the ultra-wealthy.
October 14, 2026
10 Most Expensive ZIP Codes: 2026The median home sale price reached eight figures in one of these neighborhoods, according to PropertyShark.
October 09, 2026
Ascentis Adds 4 Raymond James Firms With Combined $1B AUMCapital Waypoint, Citrus Wealth Management, Impact Financial Strategies and Rooted Wealth Management have been a unified branch since 2022.
October 08, 2026
7 Social Security Bills Brewing in CongressAs the midterm elections near, lawmakers have continued to float legislation to strengthen the retirement benefits program.
October 08, 2026
15 Best Value Private Colleges: 2027The Princeton Review analyzed data on academics, costs, financial aid, student debt and other factors.
October 07, 2026
15 Indie RIA Firms With the Most CPAsThe number of firms with 50 or more in-house CPAs has surged since 2021.
September 29, 2026
Osaic Holds New HNW Event for AdvisorsExecutive Joe Gaeckle says the firm created the three-day symposium for financial professionals already serving this market.