Blog & News
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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Camille Carlton
Case Study: Bank Trust Portfolio Manager
Top producing PM at bank trust uses Smartleaf to spend more time with clients.
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Gerard Michael
The Ultimate Guide to Sleeves, Part I
We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio ...
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Gerard Michael
To DOL or not to DOL?
President Trump has ordered a review of the DOL rule, and it’s possible the rule will ...
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Gerard Michael
Our Kind of Audit
We’re sorry. We think. Sort of. Let me explain.
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Gerard Michael
The Nanny
When my daughter was two, she was cared for by a nanny who referred to my daughter and ...
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