So Your Client Wants to Buy a Plane?

Published on July 13, 2026

Underwrite it like an asset. A purchase that doesn’t work on paper won’t work on the tarmac.

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Wall Street to Warsh: Skip the Guidance, But Tell Us What You Think About the Economy

July 13, 2026
In his zeal to avoid signaling where interest rates are headed, Federal Reserve Chairman Kevin Warsh has obscured something else that’s crucial to investors, analysts and other policymakers: How he would react when challenged by the economy.

Zephyr's Adjusted for Risk: Beat Direct-to-Consumer Technology: The Advisor’s Edge

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Ryan Nauman and Zach Conway discuss evolving investor expectations, emphasizing client-centric investment experiences to help advisors compete with direct-to-consumer tech.