Resources
Gerard Michael
Why Smartleaf Isn't the Right Fit for Everyone
We re-engineer wealth management workflows. It's not always the right fit for everyone.
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Gerard Michael
Video: The Downside of Sleeves
Sleeves are expensive, bad for tax management and, in the presence of customization and ...
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Gerard Michael
Video: The Sleeves Conundrum
Sleeves were created for one purpose, but now they’re used for another. It’s not a good ...
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Gerard Michael
Q&A: The Case Against Sleeves
A follow up to "The Case Against Sleeves"
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Gerard Michael
The Case Against Sleeves
A detailed look at the drawbacks of sleeve-level reporting
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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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Gerard Michael
The Ultimate Guide to Sleeves, Part II
Between a rock and hard place: managing client interests versus client expectations when ...
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Gerard Michael
The Ultimate Guide to Sleeves, Part I
We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio ...
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