Blog & News
Gerard Michael
Risky Business: The Art of Risk Profiling
Risk profiling may seem scientific, but it’s really more art than science.
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Gerard Michael
Advisor Autonomy or a Consistent Client Experience?
The pros and cons of each and where the industry is headed.
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Gerard Michael
Q&A: ESG Investing
Q&A from a talk at Cambridge’s Venture Cafe on “ESG and Technology”
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Victor Pollaci
Raptor Trading System Announces Successful Trading Platform Integration with Smartleaf
Raptor Trading Systems and Smartleaf successfully integrate their systems to create an ...
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Gerard Michael
Why the Days of Calendar-Based Rebalancing are Numbered
Calendar-based rebalancing is inefficient and bad for clients.
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Gerard Michael
AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf
Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at ...
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Gerard Michael
Video: Direct Indexes Are Better Than ETFs
Direct Indexes are customizable and outperform ETFs on an expected after-tax basis.
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Gerard Michael
A Long Tail Strategy for Asset Managers
Do robo SMAs create a market for niche investment strategies?
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Gerard Michael
Q&A: Robo SMAs Will Replace Mutual Funds
A follow up to last week's post.
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Gerard Michael
Robo SMAs will Replace Mutual Funds
Robo technology is not a threat to advisors. It's a threat to mutual funds.
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