Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
Corient Adds $4.9B New York RIA
By Rob BurgessFounded by Larry Cohen, Seven Bridges Advisors is a multi-family office and wealth manager.
July 01, 2026
Luxury Home Prices Rose Most in These 12 U.S. CitiesHigh prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.
June 23, 2026
These Factors Have a Big Impact on Retirement Health CostsA five-year change in retirement timing or life span can affect costs significantly, Milliman reports.
June 22, 2026
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The True Costs of Retirement Communities, and How Advisors Can HelpCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.
June 22, 2026
Why 'Move to Florida' Is Not a State Tax PlanAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
June 15, 2026
Which Comments on New Rules Get Read? Which Get Dropped? — SEC RoundupTwo professors discuss their paper revealing whose voices are codified into law and whose are quietly discarded.
June 11, 2026
12 States Where Advisor Income Grew the Most in 2025Of the 40 states with available data, SmartAsset reports, all but 11 saw advisors' median income increase.
June 08, 2026
Carson Acquires $1.1B Osaic AffiliateMichael Belluomini, a Carson executive, said the firms had been in talks on the deal for almost a year.