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What Your Peers Are Saying

August 23, 2019

What senior wealth and asset management executives think are the industry’s biggest threats and opportunities

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Three Wealth Management Myths

August 08, 2019

Common beliefs in the wealth management industry that are untrue — and potentially harmful.

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Tax-Optimized Householding

July 25, 2019

What is householding and what’s required to do it well?

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Spotlight: Smartleaf Client Services

July 11, 2019

We talk with Bob McKinley, head of client services, about the role of client services in a software firm.

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Video: What to Look for in a Tax Management System

June 27, 2019

The six tools you should have in your tax management toolkit.

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Video: Smartleaf Architecture - How We Do It

June 12, 2019

A video animation of portfolio management using the Smartleaf system

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Robo-Advisors vs. Human Advisors: Who’s Better at What?

May 30, 2019

A comparison of strengths and weaknesses

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Smartleaf Powers High Service, High Growth Strategy for Altium Wealth

May 20, 2019

Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.

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Gains Deferral: The Core of Tax Management

May 16, 2019

Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

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Why Tax Loss Harvesting Really Matters

May 01, 2019

We address common objections to loss harvesting

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