A New Caution for Advisors Using CRATs

Published on July 15, 2026

Final IRS regs include abusive charitable remainder annuity trust scheme as a listed transaction.

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Zephyr's Adjusted for Risk: Stop Using Generic Marketing - Do This Instead

July 15, 2026
Ryan Nauman interviews Eden Ovadia of FINNY, on why organic growth is harder amid M&A reliance and AI noise, and how personalization improves prospecting beyond referrals.

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.