Resources
Gerard Michael
Wealth Advisor Case Study: Smartleaf, Transformation and Growth
A Q&A with a wealth advisor about how Smartleaf transformed their business
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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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