Smartleaf to Provide Glimpse Into Future of Customized Wealth Management at Money Management Institute TechOps11 Event
Panel to Focus on Micro-Outsourcing During Technology and Operations Conference CAMBRIDGE, MA–(Marketwire – Nov 16, 2011) – Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, today announced that President and co-founder Jerry Michael will offer expertise as a panel member at the Money Management Institute (MMI) Technology and Operations [...]
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.
Smartleaf Hosts First Annual User Group Conference For Overlay Portfolio Management
Smartleaf Hosts First Annual User Group Conference For Overlay Portfolio Management WHAT: Smartleaf, a leading provider of overlay portfolio management solutions to the wealth management industry, will be hosting a user group conference focusing on the delivery of customized wealth management solutions. The event will feature two tracks. Smartleaf President and CEO Jerry Michael will [...]
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