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Gerard Michael
Advisor Value Perception Survey
Do your clients see you the way you see yourself?
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Gerard Michael
Notes From the Field: Invest 2017
Wealth planning, AI, and more.
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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
Your Business Model is Dying: MarketWatch Panel Edition
The issues are real. This isn’t a drill. The industry really is changing.
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Gerard Michael
Fee Compression is Exaggerated. Here's Why.
Fee compression is exaggerated, but competitive pressure isn't
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Gerard Michael
Lendit 2017: Differentiate or Die
Differing views from Smartleaf and Wealthfront on the future of wealth management
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Gerard Michael
Compliance Like It's 1959
Fifty years ago, quality control in manufacturing meant inspecting what came off of the ...
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Gerard Michael
To DOL or not to DOL?
President Trump has ordered a review of the DOL rule, and it’s possible the rule will ...
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Gerard Michael
The Nanny
When my daughter was two, she was cared for by a nanny who referred to my daughter and ...
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Gerard Michael
Are you ready for transition?
Lately, we’ve been thinking about transition. No, not that transition, portfolio ...
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