Blog Post by Gerard Michael
Householding: Time to Get Your House in Order
“Householding” means managing multiple accounts to a single goal, leveraging ...
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Direct Indexes Are Better Than ETFs
ETFs and index funds outperform most actively managed investments. That's impressive, but ...
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How Many Investors Does it Take to Rebalance a Portfolio?
None. It should take none.
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The Buffett Bet and the Rise of Passive Investing
Nine years ago, Warren Buffett bet $500,000 that an index fund would beat a hedge fund ...
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Your Business Model is Dying: MarketWatch Panel Edition
The issues are real. This isn’t a drill. The industry really is changing.
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Smartleaf Client Spotlight: INTRUST Bank
We learn a lot from our clients, and we’d like to, from time to time, spotlight use cases ...
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You’re Not Demanding Enough of Your Vendors
Give vendors problems, not specs. You’ll be glad you did.
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Fee Compression is Exaggerated. Here's Why.
Fee compression is exaggerated, but competitive pressure isn't
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Lendit 2017 and the Future of Wealth Management: Differentiate or Die
Differing views from Smartleaf and Wealthfront on the future of wealth management
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The Art of Centralized Rebalancing
If you’re like almost every other wealth management firm, you’ve either created a ...
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