Resources
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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