Our Thinking

smas

September 20, 2018

The evolution of SMAs and UMAs

opinion

September 13, 2018

The biggest change happening in wealth management is in functional roles

opinion

September 06, 2018

Changes in wealth management and the forces driving them

opinion

August 30, 2018

What prevents automated rebalancing from being infinitely scalable?

opinion

August 23, 2018

Wealth managers are searching for a new type of TAMP

industry-commentary

August 16, 2018

A six-minute demo of the Smartleaf system from the In|Vest 2018 conference

terminology-guide

August 01, 2018

The past, present and future of SMAs

news

July 26, 2018

Gerard Michael, Co-Founder and President of Smartleaf was featured in WealthTech Club's latest research and analysis report.

opinion

July 25, 2018

Stop by and visit us in Boston

opinion

July 19, 2018

Four trends we picked up from our sidebar conversations