Blog Post by Gerard Michael
Fintech and Change Management: A Guide
Four paths for implementing a major fintech project
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Choose Your Words Carefully
The negative connotations of "investment model"
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A Model of Miscommunication
A guide to the confusion-causing multiple meanings of common terms in wealth management
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ESGs: An Ugly Duckling No More
ESG takes its place as a standard form of customization
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What We're Reading: "The Smart Financial Advisor"
Bill Martin’s new book is a practical guide to adopting a goals-based investing approach
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Q&A: A Consulting Firm’s Best Advice
Have you ever wondered what consultants do and whether you should hire one?
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Direct Indexes: Cheaper than ETFs?
Direct Indexes are less expensive than ETFs to launch and maintain.
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The Three Types of Wealth Management Firms
Wealth management firms may seem similar, but they’re actually very different.
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The Wealth Management Industry Has an Embarrassing Secret
Most wealth managers do a mediocre job of portfolio management basics like rebalancing, ...
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Don’t Treat Individual Investors Like Institutions
Wouldn’t it be great if ordinary investors could get the same type of investment ...
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