{
  "id": 16617319,
  "title": "Adviser links: asking for referrals",
  "url": "https://urgent.news/2026/10/26/adviser-links-asking-for-referrals",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-26T14:34:51.000Z",
  "source": {
    "name": "Abnormal Returns",
    "slug": "abnormal-returns",
    "url": "https://abnormalreturns.com/2026/10/26/adviser-links-asking-for-referrals/"
  },
  "original_language": "en",
  "account": "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.\n\nMatt 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.\n\nSchwab, 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.\n\nSmaller 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.\n\nFamily 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.\n\nMost 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.\n\nFor 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.",
  "summary": "Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}