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Our Thinking

opinion
Asset Management Outsourcing, Outsourced Chief Investment Officer, Direct Indexing, Turnkey Asset Management Programs, Exchange Traded Funds, Wealth Management Solutions, 2018 Predictions.

Three Predictions for 2018

January 17, 2018

Next year, we’ll check back to see how we did

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opinion
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Documenting the Value of Tax Management: 2017 Taxes Saved

January 10, 2018

Our 2017 Taxes Saved numbers are in. Smartleaf clients can document that they saved their clients more than most advisors charge in fees.

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opinion

A New Year's Resolution: The Best as the New Normal

January 03, 2018
How the wealth management industry will transform this year, and what we will do to push that transformation
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opinion

2017 in Review: Our Most Popular Blog Posts

December 21, 2017

The data is in — we look back at the year’s most popular posts.

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opinion
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FIFO and You

December 13, 2017

How the proposed FIFO rule would change wealth management

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opinion
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Fintech and Change Management: A Guide

December 07, 2017

Four paths for implementing a major fintech project

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opinion

Choose Your Words Carefully

November 30, 2017

The negative connotations of "investment model"

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opinion
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Thank You From Smartleaf (and the lobsters)

November 20, 2017

Happy Thanksgiving from all of us at Smartleaf

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opinion
Dictionary Definition

A Model of Miscommunication

November 16, 2017

A guide to the confusion-causing multiple meanings of common terms in wealth management

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opinion
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ESGs: An Ugly Duckling No More

November 09, 2017

ESG takes its place as a standard form of customization

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