California
Get the latest news and insights on California's financial regulations, enforcement actions and litigation.
New AI Business Tax Prep Platform Goes Live
By Rob BurgessCEO Blaze O'Byrne says the platform, called Byron, uses tools like the Python programming language to do the math.
May 26, 2026
Luxury Home Prices Shot Up in These 12 CitiesLuxury buyers, Redfin reports, are typically less sensitive to mortgage-rate swings than their non-luxury counterparts.
May 20, 2026
How to Avoid Beneficiary Designation Horror StoriesAdvisors who fail to regularly review these documents with clients may regret it in time.
May 20, 2026
Black Edward Jones Advisors Are Set Up to Fail, Class-Action Suit AllegesWhite financial advisors receive better asset transfers and compensation, according to a suit by six former advisors.
May 19, 2026
How to Keep Client Couples' Simultaneous Retirements From Going WrongCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 18, 2026
Nitrogen Rolls Out Legacy CenterThe new platform, according to CEO Dan Zitting, helps address advisor concerns over generational wealth transfers.
May 14, 2026
Newsom Pitches Software Tax to Raise Billions in New RevenueThe plan could raise $1.1 billion in state and local tax revenue in the upcoming budget year.
May 14, 2026
Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.Consultant Marcia Mantell said she was "livid" at the idea. But advisors' clients have long worried about trust fund solvency.