https://www.americanbanker.com/tag/portfolio-management Portfolio management en-US Wed, 29 Jul 2026 20:45:01 GMT 2026-07-29T20:45:01Z en-US https://www.americanbanker.com/news/how-to-guide-clients-away-from-status-quo-bias Wed, 29 Jul 2026 20:45:01 GMT 0000019f-af98-d7ca-a59f-efdb83760001 Tobias Salinger 2026-07-29T20:45:01Z https://www.americanbanker.com/news/rias-face-5-asset-attrition-heres-how-to-offset-those-losses Mon, 27 Jul 2026 21:31:45 GMT 0000019f-a55f-dacd-adff-a7ff91620001 Dan Shaw 2026-07-27T21:31:45Z https://www.americanbanker.com/news/when-a-long-short-strategy-is-right-for-a-client Thu, 23 Jul 2026 17:16:10 GMT 0000019f-8fe4-de22-a79f-afef42480001 Zoe Sagalow 2026-07-23T17:16:10Z https://www.americanbanker.com/news/why-seis-0-10-custody-fee-stands-out-from-giant-custody-rivals Tue, 21 Jul 2026 20:04:20 GMT 0000019f-8640-df99-a7df-ffe0a4430000 Tobias Salinger 2026-07-21T20:04:20Z https://www.americanbanker.com/news/why-advisors-are-closely-watching-dimensionals-next-move Mon, 20 Jul 2026 21:03:57 GMT 0000019f-814f-d5c2-afff-87ffb6eb0001 Tobias Salinger 2026-07-20T21:03:57Z https://www.americanbanker.com/news/managed-accounts-ramping-up-tax-alpha-services-cerulli Mon, 20 Jul 2026 20:14:36 GMT 0000019f-811d-d30c-a7df-e57fe44e0000 Dan Shaw 2026-07-20T20:14:36Z https://www.americanbanker.com/news/how-etf-conversions-unlock-diversification-tax-deferral-in-stock-portfolios Fri, 17 Jul 2026 17:08:38 GMT 0000019f-7092-d30c-a7df-f4f2a6780000 Zoe Sagalow 2026-07-17T17:08:38Z https://www.americanbanker.com/news/how-advisors-can-help-clients-plan-for-fertility-treatment-costs Mon, 13 Jul 2026 22:39:06 GMT 0000019f-5d94-d2c9-addf-5d95e6410000 Kathryn Miller 2026-07-13T22:39:06Z https://www.americanbanker.com/news/68-of-clients-would-switch-advisors-for-one-who-offers-estate-planning Tue, 07 Jul 2026 23:20:23 GMT 0000019f-3e8a-df95-a1df-3eaf32120001 Grace L. Williams 2026-07-07T23:20:23Z https://www.americanbanker.com/news/how-to-win-clients-held-away-assets-without-being-pushy Thu, 25 Jun 2026 22:20:12 GMT 0000019f-00d4-d6bb-a59f-02fd9e6e0001 Dan Shaw 2026-06-25T22:20:12Z https://www.americanbanker.com/news/morgan-stanleys-vince-lumia-ai-may-let-advisors-triple-their-client-loads Wed, 24 Jun 2026 20:14:30 GMT 0000019e-fb3a-d775-a9bf-fb3a22540001 Dan Shaw 2026-06-24T20:14:30Z https://www.americanbanker.com/opinion/4-reasons-why-value-stocks-are-overdue-for-a-comeback Tue, 16 Jun 2026 12:00:00 GMT 0000019e-cbfd-de83-abff-dbfdc1f70001 Bernard Horn 2026-06-16T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/b2f7c28/2147483647/strip/true/crop/480x480+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F4b%2F93%2Fc54485aa44f3947b35e3105fd735%2Fhorn-b-480.jpg President, portfolio manager Polaris Capital Management https://www.americanbanker.com/author/bernard-horn https://www.americanbanker.com/news/amid-ipo-fever-advisors-deliver-reality-check-to-clients Wed, 03 Jun 2026 16:30:34 GMT 0000019e-8e42-db4c-a1bf-de6706650001 Dan Shaw 2026-06-03T16:30:34Z https://www.americanbanker.com/news/just-5-of-u-s-family-offices-say-next-generation-is-prepared-ubs Mon, 01 Jun 2026 22:16:51 GMT 0000019e-8536-d2b0-afff-c73eb7920001 Dan Shaw 2026-06-01T22:16:51Z https://www.americanbanker.com/news/schwab-is-changing-what-it-means-for-rias-in-its-referral-network Fri, 29 May 2026 18:54:34 GMT 0000019e-74f0-d794-a9df-fef3b81a0001 Dan Shaw 2026-05-29T18:54:34Z https://www.americanbanker.com/opinion/berkshires-dry-powder-is-sending-a-message Tue, 26 May 2026 10:00:00 GMT 0000019e-622d-d57c-a59f-7bbd3fdd0001 Paul Vigna 2026-05-26T10:00:00Z https://arizent.brightspotcdn.com/dims4/default/63b3972/2147483647/strip/true/crop/3393x3393+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fc2%2F7c%2Fa1971cc2449b9e3b8ed3801ec354%2Fpaul-pub-shot-2025.jpg Managing Editor American Banker https://www.americanbanker.com/author/paul-vigna https://www.americanbanker.com/opinion/why-advisors-must-understand-differences-in-pe-benchmarks Wed, 06 May 2026 12:00:00 GMT 0000019d-f97e-df8d-addf-fb7ed46c0001 Sofia Gertsberg 2026-05-06T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/634ce85/2147483647/strip/true/crop/1480x1480+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F91%2F61%2F402f9f7f4af0bd913a7cec6de9dc%2Fgertsberg-sofia-hv.jpg Managing director HarbourVest Partners https://www.americanbanker.com/author/sofia-gertsberg https://www.americanbanker.com/news/edward-jones-and-american-funds-a-revenue-sharing-alliance Tue, 28 Apr 2026 16:36:21 GMT 0000019d-d4c0-d5ca-a39d-ddeef0c90001 Tobias Salinger 2026-04-28T16:36:21Z https://www.americanbanker.com/opinion/when-direct-indexing-is-the-wrong-fit-for-your-client Wed, 22 Apr 2026 12:00:00 GMT 0000019d-b132-df87-a9ff-b1b7a7f50000 Gregory Kanarian 2026-04-22T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/8d1fa36/2147483647/strip/true/crop/2066x2066+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2Fea%2F34%2F9df1c6224ce991be8d5f06f679d6%2Fgreg-kanarian-1.jpg Investment strategist Natixis Investment Managers Solutions https://www.americanbanker.com/author/gregory-kanarian https://www.americanbanker.com/opinion/3-portfolio-fixes-to-make-now-for-100-year-plus-lifespans Tue, 14 Apr 2026 12:00:00 GMT 0000019d-734e-de65-ad9f-7bcf78b00001 Eben Burr 2026-04-14T12:00:00Z https://arizent.brightspotcdn.com/dims4/default/bacfcf7/2147483647/strip/true/crop/1073x1073+0+0/resize/200x200!/format/jpg/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F5c%2Fb1%2F9aade34847a48b34dc5a7515e9d5%2Feben-burr.jpg President Toews Asset Management https://www.financial-planning.com/author/eben-burr