Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
15 Indie RIA Firms With the Most CPAs
By Katie RassThe number of firms with 50 or more in-house CPAs has surged since 2021.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.
September 11, 2026
PRO
So Your Wealthy Client Wants a Doomsday BunkerThe first question: What does the client actually want protection from?
August 31, 2026
12 Best U.S. Cities for Retirement: 2026WalletHub ranked 182 cities on affordability, activities, quality of life and healthcare.
August 26, 2026
PRO
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 24, 2026
Ex-Fidelity Advisor Sentenced to Nearly 7 Years for Stealing $2M From Elderly ClientEric James Stone befriended a 75-year-old woman and used her money on gambling websites, DOJ says.
August 20, 2026
Best & Worst Medicare Advantage Plans in 12 States: JD Power, 2026Overall customer satisfaction fell 12 points from 2025, the research group found.
August 17, 2026
Carson Group Hires SVP of Business DevelopmentKevin Peterson previously served as senior vice president of sales at Osaic.