Blog & News
Gerard Michael
Mutual Funds and ETFs Are Dead
$0 stock commissions are another nail in the coffin of mutual funds and ETFs
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Gerard Michael
Smartleaf Introduces Automated Household-Level Rebalancing at User Group
Smartleaf unveiled its upcoming automated household rebalancing functionality at the ...
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Gerard Michael
Four Reasons to Rethink Your Service Model
Four strategic initiatives powered by automated rebalancing
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Gerard Michael
Smartleaf InVest 2019 Demo: Householding
A seven-minute demo of Smartleaf’s householding functionality
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Gerard Michael
What Your Peers Are Saying
What senior wealth and asset management executives think are the industry’s biggest ...
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Gerard Michael
Three Wealth Management Myths
Common beliefs in the wealth management industry that are untrue — and potentially ...
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Gerard Michael
Tax-Optimized Householding
What is householding and what’s required to do it well?
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Gerard Michael
Spotlight: Smartleaf Client Services
We talk with Bob McKinley, head of client services, about the role of client services in ...
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Gerard Michael
Video: What to Look for in a Tax Management System
The six tools you should have in your tax management toolkit.
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Gerard Michael
Video: Smartleaf Architecture - How We Do It
A video animation of portfolio management using the Smartleaf system
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