Blog & News
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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Gerard Michael
Choose Your Words Carefully
The negative connotations of "investment model"
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Gerard Michael
A Model of Miscommunication
A guide to the confusion-causing multiple meanings of common terms in wealth management
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Gerard Michael
The Wealth Management Industry Has an Embarrassing Secret
Most wealth managers do a mediocre job of portfolio management basics like rebalancing, ...
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Gerard Michael
Don’t Treat Individual Investors Like Institutions
Wouldn’t it be great if ordinary investors could get the same type of investment ...
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