California
Get the latest news and insights on California's financial regulations, enforcement actions and litigation.
Surgeon Says Morgan Stanley Mismanaged His Retirement Account
By Melanie WaddellHe and his wife are seeking several million dollars in a lawsuit, alleging professional negligence and financial elder abuse.
March 04, 2026
Ex-Morgan Stanley Advisor Convicted of Defrauding 3 NBA PlayersDarryl Cohen cheated the pro athletes out of more than $5 million, according to prosecutors.
February 27, 2026
12 Cities With the Highest Incomes Needed to Be Middle ClassThe local job market, housing market and infrastructure affect standards of living across the country, SmartAsset reports.
February 24, 2026
12 States With the Highest Household Net WorthThe median net worth across the U.S. ranges from $62,500 to nearly $700,000, new data shows.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.
January 12, 2026
Top 10 Global Cities for the Ultra-Wealthy: 2025By 2040, Altrata's research indicates, Generation Z and millennials will comprise nearly 35% of the global rich population.
January 05, 2026
Here's Where It Takes Homebuyers the Longest to Save for a Down PaymentIn some high-cost coastal areas, Realtor.com finds, it can take the median household decades to save enough.










