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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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    Gerard Michael

    Old vs. New Wealth Management

    Changes in wealth management and the forces driving them
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    Gerard Michael

    Where are the TAMPs?

    Wealth managers are searching for a new type of TAMP
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    Gerard Michael

    Risky Business: The Art of Risk Profiling

    Risk profiling may seem scientific, but it’s really more art than science.
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    Gerard Michael

    Advisor Autonomy or a Consistent Client Experience?

    The pros and cons of each and where the industry is headed.
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    Gerard Michael

    Why the Days of Calendar-Based Rebalancing are Numbered

    Calendar-based rebalancing is inefficient and bad for clients.
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    Gerard Michael

    A Long Tail Strategy for Asset Managers

    Do robo SMAs create a market for niche investment strategies?
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    Gerard Michael

    Should Advisors be Investing in Bitcoin?

    Our thoughts on the Bitcoin trend.
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