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 featuring financial advisors and experts continue to be a valuable resource for professionals in the wealth management industry. In these podcasts, topics ranging from alternative investments to social security planning are discussed.
Matt Zeigler speaks with Brian Portnoy, editor of How I Invest My Money — Volume 2. Frazer Rice delves into alternative investments with Ryan Eisenman, co-founder and CEO of Arch. David Senra interviews Kurt MacAlpine, partner and CEO of Corient.
Schwab, or SPDR S&P 500 ETF Trust (SCHW), remains the dominant force in RIA custody. There are discussions about Schwab possibly launching its own tax-aware long-short SMA product. Schwab is also joining forces with Fidelity to charge ETF providers for listing fees.
Smaller RIAs at Fidelity face a decision, while Vanguard is revamping its Flagship service tier. Behavioral finance experts provide advice on overcoming the endowment effect, and Abnormal Returns explores the feeling behind the number.
Family dynamics, such as widows and widowers approaching spending, are examined. Inheritance isn't the only way to provide for children; buying them a business is suggested. Lessons learned from a high-profile divorce case emphasize paying yourself a market salary.
Most financial advisers don't ask for referrals, which limits their reach. Advisory firms are stepping up their resources to cater to aging clients. The SEC's exam priorities for 2027 are also addressed.
For those working in wealth management, signing up for the exclusive Talking Wealth newsletter is recommended. Lastly, resources on planning around potential changes to Social Security, as well as understanding inherited IRAs, are available.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
