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Gerard Michael

Three Types of Wealth Management Firms

Wealth management firms differ in their core value proposition. This is an updated ...
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Gerard Michael

How to Manage Complex Portfolios at Scale

Reimagining and reengineering how portfolios are rebalanced. This is a revised version of ...
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Gerard Michael

Introducing SAGA™: Smartleaf’s AI-Powered Trade Explainer

Smartleaf announces the release of a SAGA™, a groundbreaking AI-powered system for ...
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Gerard Michael

2021 Taxes Saved Report

Do you save your clients more in taxes than you charge in fees?
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Gerard Michael

How to Choose a Rebalancing System

Six questions that will help you select the right rebalancing system.
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Gerard Michael

Webinar Recording: Are Ensemble Methods Applied to Active Portfolio Management Really This Good?

A Conversation with Melius Investments and Turing Technology.
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Gerard Michael

The Direct Index Domino Effect

Replacing ETFs and mutual funds is only the beginning of how direct indexes will change ...
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Gerard Michael

Webinar Recording, A Changed World: Taking a Fresh Look at International Investing

A Conversation with KraneShares and Federated Hermes.
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Gerard Michael

Rising Tax Rates Make Advisors More Valuable

Biden Tax Hikes and You
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Gerard Michael

What it Takes to Manage Complex Portfolios at Scale

Reimagining and reengineering how portfolios are rebalanced
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