Blog & News
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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Gerard Michael
Three Wealth Management Myths
Common beliefs in the wealth management industry that are untrue — and potentially ...
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Gerard Michael
Webinar: Old vs. New Wealth Management
Smartleaf and Windham Labs discuss the future of wealth management in a webinar
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Gerard Michael
Old vs. New Wealth Management Part II: Role Changes
The biggest change happening in wealth management is in functional roles
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