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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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