Column 13
18
In Every Issue
Contents
JULY / AUGUST 2026
20
6
Column 13
COVER STORY
The Stars Are Aligned
Financial Advisor’ s 2026 RIA survey shows how both private equity and AI are transforming the industry. By Evan Simonoff
Bic Picture How You Risk Losing Business Owner Clients By Jerome Myers
Business Management
CHARITABLE GIVING
18
Donor-Advised Fund Strategies For 2026 With highly appreciated, concentrated stocks, these funds offer donors more options and tax advantages. By Michael T. Meltzer
In Every Issue
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Editor’ s Note |
12 |
Advisor Emporium |
56 |
CE Tests |
Frontline
8 The 4 % Rule May Be Costing Retirees Money, Morningstar Says
9 Analysts Say Hiking High Earner Payroll Taxes Won’ t Save Social Security
10 College For Financial Planning Adds New Mark
11 Advisory Firm Prosperity Breeds Complacency, Kills Growth, Data Shows
IMAGERY ON THE COVER AND THIS PAGE VIA GETTY IMAGES JULY / AUGUST 2026 | FINANCIAL ADVISOR MAGAZINE | 1