Blog & News
Gerard Michael
The Direct Index Arms Race. And You.
What BlackRock’s purchase of Aperio and Morgan Stanley’s purchase of Eaton ...
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Gerard Michael
Video: Discovering Unified Managed Householding
A recording of our “Discovering Unified Managed Householding: A Demo” webinar with ...
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Gerard Michael
What We Mean When We Say Automated Rebalancing
A look at what rebalancing automation really means.
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Gerard Michael
A Wealth Management Horror Story
This is repost of our favorite (not actually so scary) story of an IRS audit.
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Gerard Michael
Smartleaf Launches New Low Cost Direct Indexes with Alpha Vee Partnership
Smartleaf partners with Alpha Vee to provide direct index models to Smartleaf’s clients ...
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Gerard Michael
What Your Peers Are Saying About Automated Rebalancing
Highlights from conversations with our users.
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Gerard Michael
Introducing Smartleaf Automated UMH Rebalancing
Smartleaf adds support for automated household-level account management
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Gerard Michael
We’re Not a Rebalancing System
How Smartleaf differs from ordinary rebalancing systems.
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Gerard Michael
Quantitative Finance For The Rest of Us
Applying institutional quality analytics to the needs of individual investors.
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Gerard Michael
Celebrating a Revolution
July 4th - In praise of revolution.
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