Blog
Gerard Michael
Robo-Advisors vs. Human Advisors: Who’s Better at What?
A comparison of strengths and weaknesses
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Gerard Michael
Demystifying Artificial Intelligence
Everything you always wanted to know about AI, but were afraid to ask.
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Gerard Michael
2018 Taxes Saved: Documenting the Value of Tax Management
How much Smartleaf users saved their clients in taxes in 2018.
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Gerard Michael
Smartleaf's Top Blog Posts of 2018
From new wealth management to sleeve-based investing, here are our top five blog posts of ...
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Gerard Michael
A Wealth Management Horror Story
The (not actually so scary) story of an IRS audit
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Gerard Michael
We Have Moved to a New Office!
Stop by and visit us in Boston
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Gerard Michael
In|Vest 2018: What We Heard in the Hallways
Four trends we picked up from our sidebar conversations
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Gerard Michael
Q&A: Robo SMAs Will Replace Mutual Funds
A follow up to last week's post.
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Gerard Michael
Robo SMAs will Replace Mutual Funds
Robo technology is not a threat to advisors. It's a threat to mutual funds.
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Gerard Michael
Three Predictions for 2018
Next year, we’ll check back to see how we did.
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