Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
12 States With the Highest Incomes Needed to Join the 1%
By Michael S. FischerThe income threshold to join this group varies dramatically by state, SmartAsset reports.
August 26, 2026
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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.
August 14, 2026
Dynasty's Sports-Advice Business Gets New Executive-In-ResidenceIn welcoming Greg Resh, Dynasty's CEO says sports and entertainment is one of the platform's fastest growing client niches.
August 12, 2026
Why Client Interest in Trusts Is SoaringIt's up sevenfold over the past decade, a study of calls to lawyers found. Advisors are getting more trust questions too.
August 12, 2026
A Drastic Move to Save Big on Roth ConversionsMoving to Florida can lessen the tax hit of this RMD-reduction strategy, but it comes with other costs.