California
Get the latest news and insights on California's financial regulations, enforcement actions and litigation.
Ascentis Adds 4 Raymond James Firms With Combined $1B AUM
By Rob BurgessCapital Waypoint, Citrus Wealth Management, Impact Financial Strategies and Rooted Wealth Management have been a unified branch since 2022.
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.
September 29, 2026
Osaic Holds New HNW Event for AdvisorsExecutive Joe Gaeckle says the firm created the three-day symposium for financial professionals already serving this market.
September 29, 2026
15 Best Value Public Universities: 2027The Princeton Review's study focused on academic rigor, affordability and career outcomes for graduates, among other criteria.
September 22, 2026
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Efficiency Creator or 'Deal Killer'? David DeVoe Is Watching AIThe M&A consultant also discusses the rise of the "meta RIA" and why private equity in wealth management isn't so bad.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.
September 17, 2026
How Podcasting Can Pay Off for AdvisorsA conference panel notes the format's ability to reach clients and prospects, even with a modest audience, through patience and persistence.
September 17, 2026
How Founders Can Get Out of Their Own WayA panel of CEOs discussed how the people who built a company can avoid becoming the ones holding it back.