Blog & News
Gerard Michael
How Many Investors Does it Take to Rebalance a Portfolio?
None. It should take none.
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Gerard Michael
The Buffett Bet and the Rise of Passive Investing
Nine years ago, Warren Buffett bet $500,000 that an index fund would beat a hedge fund ...
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Gerard Michael
Your Business Model is Dying: MarketWatch Panel Edition
The issues are real. This isn’t a drill. The industry really is changing.
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Gerard Michael
Smartleaf Client Spotlight: INTRUST Bank
We learn a lot from our clients, and we’d like to, from time to time, spotlight use cases ...
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Gerard Michael
You’re Not Demanding Enough of Your Vendors
Give vendors problems, not specs. You’ll be glad you did.
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Gerard Michael
Fee Compression is Exaggerated. Here's Why.
Fee compression is exaggerated, but competitive pressure isn't
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Gerard Michael
Lendit 2017 and the Future of Wealth Management: Differentiate or Die
Differing views from Smartleaf and Wealthfront on the future of wealth management
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Gerard Michael
The Art of Centralized Rebalancing
If you’re like almost every other wealth management firm, you’ve either created a ...
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Gerard Michael
Compliance Like It's 1959
Fifty years ago, quality control in manufacturing meant inspecting what came off of the ...
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Gerard Michael
The Ultimate Guide to Sleeves, Part II
Between a rock and hard place: managing client interests versus client expectations when ...
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