Blog Post by Gerard Michael
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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Channel Your Inner Five-Year-Old
Why do we do things the way we do? Much of the time, the honest answer is "that's just ...
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16 Million Gingerbread Houses
As 2017 approaches, Smartleaf would like to wish everyone a wonderful holiday season and ...
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The "Aha" Moment
I'm getting married next summer. While the decision to propose to my fiancé was simple, ...
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A Model For the Future
High-end portfolios have traditionally been managed one trade at a time, with portfolio ...
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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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Is Doing Good, Good Business?
As Thanksgiving rolls around, I can’t help but think of all the employees working during ...
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They're Not Robos. They're Transformers.
Wealth management firms are seeing “robos” in a new light: as change agents. While robos ...
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Trump, Uncertainty and Control
With the unexpected election of Donald Trump, we are headed into uncharted waters. Some ...
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