Blog Post by Gerard Michael
Compliance Like It's 1959
Fifty years ago, quality control in manufacturing meant inspecting what came off of the ...
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The Ultimate Guide to Sleeves, Part II
Between a rock and hard place: managing client interests versus client expectations when ...
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The Ultimate Guide to Sleeves, Part I
We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio ...
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To DOL or not to DOL?
President Trump has ordered a review of the DOL rule, and it’s possible the rule will ...
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Our Kind of Audit
We’re sorry. We think. Sort of. Let me explain.
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The Nanny
When my daughter was two, she was cared for by a nanny who referred to my daughter and ...
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Smartleaf Announces Apex Partnership
Cambridge, MA Ι January 24th, 2017
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Are you ready for transition?
Lately, we’ve been thinking about transition. No, not that transition, portfolio ...
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Excuse Us While We Brag About Our Clients
Our 2016 Taxes Saved numbers are in, and our clients saved their clients $166,786,368 — ...
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The Rise of the Compliant Loop
There’s lots of talk about how automation can help advisors, but what about compliance ...
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