The Impact of Trump’s Regulatory Agenda on Charitable Giving

Published on July 15, 2026

Items affected include DAF regs, Form 990 plans and stock donations to Trump Accounts.

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The Healthy Advisor: What’s Driving Advisor Wellbeing with Michael Kitces

July 15, 2026
While work environments have stabilized, younger financial advisors reported lower optimism and a weaker sense of purpose, Kitces says.

Focused on the Future: Growing an Advisory Firm Organically with James Bogart

July 15, 2026
Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization