Blog & News
Gerard Michael
In Praise of Revolution
The American revolution is close to home.
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Gerard Michael
Asset Managers Pivot to Sell Solutions, Not Just Product
Asset management firms may be poised to disrupt wealth management.
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Gerard Michael
Are CIOs in Trouble?
Technology is changing the CIO role.
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Gerard Michael
A Guide to Choosing a Rebalancing System
Choosing the wrong system will make it impossible for you to serve your clients the way ...
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Gerard Michael
Don't Be Afraid of the Black Box
How should advisors approach rebalancing software that may seem like a black box?
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Gerard Michael
RIAs Recruiting Brokers: Probity Advisors Q&A
“RIAs that are able to replace product and third-party platforms with in-house, asset ...
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Gerard Michael
Smartleaf Blog Greatest Hits
Six months after starting our blog, we look back at our most popular posts.
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Gerard Michael
Householding: Time to Get Your House in Order
“Householding” means managing multiple accounts to a single goal, leveraging ...
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Gerard Michael
Direct Indexes Are Better Than ETFs
ETFs and index funds outperform most actively managed investments. That's impressive, but ...
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Gerard Michael
How Many Investors Does it Take to Rebalance a Portfolio?
None. It should take none.
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