The Partnership That Never Was

Published on July 13, 2026

A disconnect between administrative convenience and substantive tax law may lead to compliance errors.

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

July 13, 2026
Ryan Nauman and Zach Conway discuss evolving investor expectations, emphasizing client-centric investment experiences to help advisors compete with direct-to-consumer tech.

Keep It Short & Sweet With MINT

July 13, 2026
The Federal Reserve’s plans for interest rates in the second half of 2026 appear very much up in the air. That said, advisors and fixed income investors may want to renew their focus on short duration bonds and related ETFs.