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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

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 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

Jack Bogle, Smartleaf, and the Low Cost Revolution

Smartleaf's foundation was built on Jack Bogle's low cost and low tax revolution.
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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

Old vs. New Wealth Management Part II: Role Changes

The biggest change happening in wealth management is in functional roles
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Gerard Michael

Old vs. New Wealth Management

Changes in wealth management and the forces driving them
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Gerard Michael

The Limits of Automation: Why Not Infinity?

What prevents automated rebalancing from being infinitely scalable?
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