Blog & News
Gerard Michael
The power of being able to rebalance at scale
Automated rebalancing will transform your business.
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Gerard Michael
Is This Any Time to Rebalance?
Yes, rebalancing makes sense, even (perhaps especially) in volatile markets.
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Gerard Michael
Yes, Direct Indexes Make Sense for Investors Worth Less Than $1mm and Over $5m
We respond to a post by Brent Sullivan of The Tax Alpha Insider reporting common ...
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Gerard Michael
Hot Takes! All The Ways You’re Doing Portfolio Management Wrong.
Smartleaf's 2024 T3 conference presentation, together with a review by Bob Veres of ...
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Gerard Michael
Centralized vs Advisor-Led Portfolio Management
It's about culture and business model, not which is better for customization.
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Gerard Michael
On Tax Day Will You Be a Hero or a Goat?
Are you and your clients be celebrating tax day?
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Gerard Michael
Three Types of Wealth Management Firms
Wealth management firms differ in their core value proposition. This is an updated ...
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Gerard Michael
Is This Any Time to Rebalance?
Yes, rebalancing makes sense, even (perhaps especially) in a crisis.
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Gerard Michael
Three Ways Rebalancing Tech is Disrupting Wealth Management
Three predictions about radical rebalancing technology
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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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