Massachusetts
Get the latest news and insights on financial regulations, enforcement actions and litigation in Massachusetts.
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 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
October 02, 2026
12 States Where $250K for Long-Term Care Runs Out FastestEven wealthy seniors could drain assets relatively quickly in these locations, CareScout finds.
October 01, 2026
Senate Confirms Sonderling as Labor SecretaryThe former deputy secretary will lead a department facing scrutiny over fake support for alts in 401(k)s.
September 09, 2026
Hightower Signature Wealth Adds $1.6B Massachusetts FirmBoston Hill Advisors joins the national wealth management practice with a staff of 18, including 11 advisors.
September 04, 2026
83-Year-Old Pleads Guilty in $11M Ponzi SchemeThe scam by Barbara A. Hirshfield spanned years and involved over 200 victims, prosecutors said.
August 19, 2026
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: ReportThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.