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    index

    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    blog
    what's next for Smartleaf advisor portal scalable customization

    What's Next for Smartleaf: The Smartleaf Advisor Portal

    February 21, 2020

    Smartleaf is expanding its mission beyond scalable customization: helping advisors and clients understand the implications of their choices.

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    Is Rebalancing Automation Good for Advisors?

    February 06, 2020

    Rebalancing automation changes the advisor’s role. Whether this is good or bad for advisors depends on your vision of the purpose of wealth management.

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    2019 Smartleaf Taxes Saved Report

    January 23, 2020

    How much Smartleaf users saved their clients in taxes in 2019.

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    blog

    Why Smartleaf Isn't the Right Fit for Everyone

    January 10, 2020

    We re-engineer wealth management workflows. It's not always the right fit for everyone. 

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    Top posts of 2019_2-1

    Smartleaf's Top Blog Posts of 2019

    December 19, 2019

    Smartleaf’s top posts of 2019: wealth management myths, peer commentary, demos — and more.

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    blog
    Disruptive Rebalancing Tech image

    Three Ways Rebalancing Tech is Disrupting Wealth Management

    December 04, 2019

     

    Three predictions about radical rebalancing technology

     

     

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    news
    first western trust logo - transparent

    First Western Trust Chooses Smartleaf to Enrich Its Boutique Wealth Management Offering

    November 14, 2019

    First Western Trust leverages Smartleaf to offer clients the highest level of customization and tax management services, an important component of First Western Trust’s vision to be the best private bank for the western wealth management client 

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    REAL halloween blog

    A Wealth Management Horror Story

    October 31, 2019

    One year later this Halloween wealth management horror story is still relevant — and (a little) scary.

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    blog
    TL #16 - Mutual Funds and ETFs Are Dead

    Mutual Funds and ETFs Are Dead

    October 17, 2019

    $0 stock commissions are another nail in the coffin of mutual funds and ETFs

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    news
    smartleaf logo green-10

    Smartleaf Introduces Automated Household-Level Rebalancing at User Group

    October 04, 2019

    Smartleaf unveiled its upcoming automated household rebalancing functionality at the Smartleaf Summit user conference

     

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