Massachusetts
Get the latest news and insights on financial regulations, enforcement actions and litigation in Massachusetts.
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: Report
By Rob BurgessThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.
August 06, 2026
Nearly Half of This Social Security Benefit Goes UnclaimedForty-five percent of eligible children don't get survivor benefits, but advisors can help.
July 29, 2026
PRO
When 'Lifemaxxing' Means 'Planmaxxing'Talking to clients about longevity may lead to deeper conversations about aging and retirement planning.
July 14, 2026
12 Most Expensive Metro Areas to Raise a Child: 2026Families in some locations, SmartAsset finds, face more than twice the financial burden borne by those living elsewhere.
July 07, 2026
12 Worst States to Save for a Down PaymentIn some states, rising incomes have helped offset higher prices. In others, the path to homeownership has gotten longer.
June 30, 2026
Vestmark Opens AI R&D Hub in BostonThe Center for AI Research and Development will develop artificial intelligence-enabled and software solutions for wealth management.
June 24, 2026
Commonwealth Hit With Class-Action Suit Over Cash SweepsThe complaint claims breach of fiduciary duty, breach of contract, violations of consumer protection statutes and unjust enrichment.
June 16, 2026
How State Tax Residency Is Becoming a Balance-Sheet IssueWhere wealthy families live affects where income is sourced, where a business is sold and where trusts are administered.