American Bankers Association wealth management and trust conference brings cutting-edge technologies together with the industry’s decision makers under the banner of building stronger client relationships and enhancing business.
The Trust Advisor:Networking and Tech Gadgets Attract Wealth Advisors to Big ABA Trust Convention
Family Wealth Report: Brokers Can Leapfrog Competitors With Overlay (Available to Subscribers)
Jerry Michael, president and co-founder of Smartleaf, which provides overlay portfolio management technology, gives an introduction to the technology and outlines why he views it as a tool for empowering brokers.
AdvisorOne: Big Changes in Wealth Management Seen as Open Architecture Trend Expands
Joyce Hanson reports on how automation brings customized portfolio management to a broader clientele.
The Trust Advisor Blog: UMA Providers Dazzle Wealth Advisors with New Upgrades that Manage Market Volatility Risk
As global markets buckle on fears of new financial meltdown, managed accounts vendors entered the scene promoting new technology to allow better allocation and diversification of client accounts to minimize damage in worst-case scenarios.
Why Volatility is Opportunity for Wealth Managers
Volatile markets can be disruptive, but overlay management is helping many banks, broker dealers and RIAs make asset allocation changes without compromising on customization, says Smartleaf’s President Jerry Michael.
Fundfire: Brokerage Makes Leap to All-Model SMA Program
Fundfire’s Tom Stabile reports on D.A. Davidson’s decision to move its stand-alone SMA platform to a models-only version powered by Smartleaf’s overlay portfolio management system and model distribution service.
Registered Rep: Greater Customization, Consistency and Efficiency – Are You Ready for the Overlay Revolution?
Overlay portfolio management is quietly but rapidly changing the future of wealth management. Smartleaf president Jerry Michael shares his thoughts on Registered Rep.’s “Rep. Readers Write” blog.
InvestmentNews: Target Templates Added by Smartleaf
A new twist on its managed accounts offering was announced by Smartleaf Inc. yesterday. They launched Target Templates, a feature added to their overlay offering. These templates are meant to reduce the time and the complexity of managing a firm’s customized targets.
Family Wealth Report: Unified Managed Accounts and Overlay – Gaining Traction in Wealth Management
Unified managed accounts are set to become the wealth management industry norm, Jerry Michael, president and co-founder of Smartleaf, tells Family Wealth Report. He says the Cambridge, MA-based firm, which provides overlay portfolio management technology, is seeing considerable growth as the UMA model gains traction.
Financial Planning: U.S. Bancorp Chooses Smartleaf for Overlay Portfolio Management
Smartleaf Inc., a provider of overlay portfolio management solutions to banks and financial services companies, announced Monday that U.S. Bancorp has chosen it to provide a unified overlay platform for its non-brokerage wealth management investment relationships managed through the private client reserve and private client group.