Blog & News
Gerard Michael
Direct Indexes: Cheaper than ETFs?
Direct Indexes are less expensive than ETFs to launch and maintain.
Start Reading
Camille Carlton
Smartleaf Featured in the Boston Voyager
Gerard Michael, Co-Founder and President of Smartleaf was featured in the Boston ...
Start Reading
Gerard Michael
The Three Types of Wealth Management Firms
Wealth management firms may seem similar, but they’re actually very different.
Start Reading
Gerard Michael
The Wealth Management Industry Has an Embarrassing Secret
Most wealth managers do a mediocre job of portfolio management basics like rebalancing, ...
Start Reading
Gerard Michael
Don’t Treat Individual Investors Like Institutions
Wouldn’t it be great if ordinary investors could get the same type of investment ...
Start Reading
Gerard Michael
Are Your Portfolios Noisy?
60% of all return dispersion is just noise.
Start Reading
Gerard Michael
5 Takeaways from the Disrupt Advice Conference
Automation, New Pricing Models, APIs, and more.
Start Reading
Gerard Michael
Automated Rebalancing: Why Investors Care
This is part 5 of a series on the implications of automated portfolio rebalancing ...
Start Reading
Gerard Michael
Stop. It's Time to Rethink Rebalancing
This is part 4 of a series on the implications of automated portfolio rebalancing ...
Start Reading
Gerard Michael
Can Compliance Be Automated?
This is part 3 of a series on the implications of automated portfolio rebalancing ...
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts