Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
12 Best States for Military Retirees: 2026
By Michael S. FischerConsiderations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 11, 2026
Widow Wins $1.2M From UBS Over Annuity, Margin LoanThe advisor's recommendations and management style resulted in the client "essentially breaking even" over 11 years, her lawyer says.
May 11, 2026
Dynasty Investment Bank Marks Third Anniversary With 'M&A May'While dealmaking continues, firms are "taking a more disciplined approach to inorganic growth," bank co-head Harris Baltch 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 29, 2026
Judge Enters Final Order in 'Dr. Cash' Ponzi SchemeAn unregistered advisor serving three years in prison must pay $1.7 million related to a fictitious investment fund.
April 20, 2026
12 U.S. Cities Where Home Values Fell Most in a YearPrices fell in 70% of big cities between 2025 and 2026, SmartAsset finds.
April 17, 2026
New Bills Boost Caregivers' Retirement Savings OptionsThe acts would allow Roth IRA contributions without earned income and add five years to catch-ups.
April 10, 2026
12 Cities Where a $100,000 Salary Buys the MostThe real purchasing power of a six-figure income, SmartAsset research finds, depends largely on location and lifestyle.