Wealth & Asset Management — 2026-09-23
Advisors are turning attention to year-end planning and election-driven portfolio risk as the 2026 midterms approach. In people moves, GMO hired Glenn Tan from PineBridge to lead institutional business for Asia ex-Japan. Robo-advisor comparisons show no material changes in the past day.
Wealth & Asset Management — 2026-09-23
Key Highlights
GMO hires Glenn Tan as Head of Institutional Business (Asia ex-Japan). The $77 billion US investment manager has brought on Glenn Tan from PineBridge Investments, who brings 13 years of asset management and financial industry experience across PineBridge (MetLife Investment Management), Nikko Asset Management, and Brandywine Global Investment Management.
Year-end planning season arrives early. Pathview Wealth Advisors published a practical 10-point year-end checklist for 2026, urging investors to review what they can control — spanning tax, investment, and estate considerations — as 2026 draws to a close.
Midterms and portfolio risk. Commentary published today outlines how the 2026 midterm elections could influence fiscal policy, tax legislation, government spending, and the broader regulatory environment — factors that flow directly into portfolio positioning.
Analysis
With no fresh portfolio-strategy data published in the coverage window, the actionable theme links the two adviser-published pieces above: election-related tax and regulatory uncertainty argues for completing tax-loss harvesting and estate reviews before year-end rather than waiting for post-election clarity. Firms that coordinate tax, investment, and estate planning — as Pathview advocates — are better positioned to capture these controllable levers early.
What to Watch
- November 2026 midterm elections: monitor campaign developments around tax legislation, government spending, and the regulatory environment as inputs to allocation decisions.
- Year-end planning deadlines: firms should confirm tax-loss harvesting and estate review timelines.
- Institutional talent moves in Asia ex-Japan, following GMO's hire.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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