Texas
Get the latest news and insights on financial regulations, enforcement actions and litigation in Texas.
How to Avoid Beneficiary Designation Horror Stories
By Rob BurgessAdvisors who fail to regularly review these documents with clients may regret it in time.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
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.
April 30, 2026
California's Wealth Tax Plan Fuels UHNW Anxiety"You've got the golden geese," a tax lawyer tells ThinkAdvisor, "but these geese have wings."
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 20, 2026
SEC Asks Court to Toss Accredited Investor Rule SuitA complaint, brought in September, challenges the income and net worth thresholds in the agency's accredited investor definition.
April 20, 2026
12 U.S. Cities Where Home Values Fell Most in a YearPrices fell in 70% of big cities between 2025 and 2026, SmartAsset finds.
April 10, 2026
12 Cities Where a $100,000 Salary Buys the MostThe real purchasing power of a six-figure income, SmartAsset research finds, depends largely on location and lifestyle.