Florida
Get the latest on Florida's financial regulations, enforcement actions and litigation.
Dynasty's Sports-Advice Business Gets New Executive-In-Residence
By Rob BurgessIn welcoming Greg Resh, Dynasty's CEO says sports and entertainment is one of the platform's fastest growing client niches.
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.
August 10, 2026
10 Hottest Luxury Neighborhoods: 2026Even in a buyers' market, strong demand outpaces supply in many high-end locations, Redfin finds.
August 07, 2026
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How Husbands' Early Social Security Claims Can Put Widows at RiskCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 06, 2026
Corient Adds $21B Summit Trail AdvisorsThe transaction brings the Miami-based wealth management firm to about $556 billion in AUM.
August 06, 2026
12 Cities Where Income Grew MostHouseholds in these cities are offsetting the effect of inflation, SmartAsset finds.