Adviser links: asking for referrals
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Matt Zeigler talks with Brian Portnoy, editor of "How I Invest My Money — Volume 2." (youtube.com)
- Frazer Rice talks alternative investments with Ryan Eisenman, co-founder and CEO of Arch. (frazerrice.com)
- David Senra talks with Kurt MacAlpine, partner and the CEO of Corient. (davidsenra.com)
The biz
- Schwab ($SCHW) still dominates RIA custody. (citywire.com)
- Why Charles Schwab ($SCHW) could launch its own tax-aware long-short SMA product. (riabiz.com)
- Schwab ($SCHW) is joining Fidelity in charging ETF providers listing fees. (thinkadvisor.com)
- Smaller RIAs at Fidelity have a decision to make. (investmentnews.com)
- Vanguard is revamping its Flagship service tier. (riabiz.com)
Behavior
- How to overcome the endowment effect. (meghaanlurtz.substack.com)
- Enough isn't a number, it's a feeling. (abnormalreturns.com)
Family
- How widows and widowers approach spending. (thinkadvisor.com)
- Forget an inheritance. Buy your kids a business! (barrons.com)
- Lessons learned from a high profile divorce case including 'Pay yourself a market salary.' (wsj.com)
Advisers
- Most advisers don't ask for referrals. (thedailyupside.com)
- This limits the reach of Claude for advisers. (riabiz.com)
- How advisory firms are beefing up their resources for aging clients. (investmentnews.com)
- A look at SEC exam priorities in 2027. (thinkadvisor.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- How to plan around any potential changes to Social Security. (crr.bc.edu)
- How inherited IRAs work. (morningstar.com)
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