Blog Post by Gerard Michael
Excuse Us While We Brag About Our Clients
Our 2016 Taxes Saved numbers are in, and our clients saved their clients $166,786,368 — ...
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The Rise of the Compliant Loop
There’s lots of talk about how automation can help advisors, but what about compliance ...
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They're Not Robos. They're Transformers.
Wealth management firms are seeing “robos” in a new light: as change agents. While robos ...
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Trump, Uncertainty and Control
With the unexpected election of Donald Trump, we are headed into uncharted waters. Some ...
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A Tax Management Face Off
Wealthfront recently asserted that their tax loss harvesting algorithm was better than ...
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