Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
Ex-JPMorgan Advisors Launch $18.6B Independent Firm
By Rob BurgessPhil Scott and Jim Atwood co-founded Latigo Peak Partners, which serves UHNW individuals and families.
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.
October 06, 2026
Rep Recommended Unsuitable Annuity Exchanges: FINRAThe switches led to unnecessary charges and reduced death benefits, an order states.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
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.