Talking Trusts & Estates for Advisors: Benefits and Risks of Community Property Opt-In Trusts

Published on July 1, 2026

Bryn Mawr Trust’s Jamie Hopkins breaks down community property opt-in trusts and how advisors should talk to clients about them.

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Should Companies Report Earnings Less Often? The Debate Between Long-Term Growth & Transparency

July 1, 2026
This debate also highlights a broader challenge facing markets today — balancing the desire for transparency with the need to encourage long-term thinking. Despite how often companies report results, investors will still need to discern short-term noise from long-term value.

Compromised Advisor Credentials Used in Pump-and-Dump Schemes

July 1, 2026
The Department of Justice used civil forfeiture to seize about $19.5 million in proceeds from the pair of alleged market manipulation schemes that caused share prices to skyrocket.