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    Gerard Michael

    Why Smartleaf?

    Why we do what we do.
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    Gerard Michael

    From Our Mailbox: The 'Black Box' Problem?

    We answer a question from a reader about rebalancing automation and transparency.
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    Gerard Michael

    Three Innovations That Will Change Wealth Management Forever

    We survey three technical innovations in wealth management that will fundamentally change ...
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    Gerard Michael

    Is This Any Time to Rebalance?

    Yes, rebalancing makes sense, even (perhaps especially) in a crisis.
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    Gerard Michael

    'Rebalancing Systems' Do Much More Than Rebalance

    Modern-day “rebalancing systems” are complex decisioning systems that automate ...
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    Gerard Michael

    What's Next for Smartleaf: The Smartleaf Advisor Portal

    Smartleaf is expanding its mission beyond scalable customization: helping advisors and ...
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    Gerard Michael

    Is Rebalancing Automation Good for Advisors?

    Rebalancing automation changes the advisor’s role. Whether this is good or bad for ...
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    Gerard Michael

    To Increase Customization: Centralize

    There is no trade-off between customization and scale.
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    Gerard Michael

    A User's Guide to Portfolio Customization

    What is it and what is it good for?
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