Herbein Risk Management Compliance Connections
Herbein’s Risk Management practice is pleased to share the latest issue of Compliance Connections, our monthly roundup of key federal ...
Saturday, August 8, 2026
Tag: management
Tax-smart portfolio management of concentrated investments
A client walks into an advisor's office with a portfolio assembled over a period of years — say, an inherited ...
Which Practice Management Software is Better For Your Firm?
Accounting firms have access to more technology than ever before, but it hasn’t necessarily made things easier.In fact, for many ...
ZIM jumps as management buyout reports resurface
For the second time this year, the share price of ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) has made ...
Nearly 20 Years as an Investment Adviser Taught Me 6 Absolute Truths About Money Management
After working for a major international brokerage firm, along with my own private asset management company, for nearly 20 years, ...
Like Active Management? Odds of Outperformance Are Slim
Time has not exactly been kind to active funds over the long haul. Just a third of actively managed mutual ...
Privileged Identity Management Solutions, Q3 2025
Our latest evaluative research on privileged identity management (PIM) solution providers, The Forrester Wave™: Privileged Identity Management Solutions, Q3 2025, ...
AI in Investment Management: 5 Lessons From the Front Lines
The investment management industry stands at a pivotal juncture, where artificial intelligence (AI) is reshaping many traditional processes and decision-making ...
Amid The Noise, Active Management Quietly Reinvents Itself
Despite the headlines proclaiming its demise, active investment management is not going extinct — it’s evolving. The traditional mutual fund ...
Book Review: Quantitative Risk and Portfolio Management: Theory and Practice
Quantitative Risk and Portfolio Management: Theory and Practice. 2024. Kenneth J. Winston. Cambridge University Press. The field of textbooks on ...
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