Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?
By Rob BurgessHigh-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
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.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
Stifel Forks Over $3.6M to Settle More Claims Tied to Barred BrokerTwo additional settlements were paid in July in the ongoing Chuck Roberts dispute.
August 10, 2026
Raymond James Adds $1.1B TeamThe team, based in suburban Pittsburgh, joins the firm's employee advisor channel from Baird.