Skip to content

Our Blog

Gerard Michael

What Can Rebalancing Automation do For You? Eight Questions to Ask

How do your rebalancing capabilities compare to your peers? 
Start Reading
Gerard Michael

Webinar Recording: Doing Well by Doing Good?

Doing Well by Doing Good? A conversation on ESG Investing with Pearl Impact Capital
Start Reading
Gerard Michael

SAM, from Smartleaf

SAM (Smartleaf Asset Management) announces automated sub-advisory rebalancing service for ...
Start Reading
Gerard Michael

2020 Taxes Saved Report

Our 2020 Taxes Saved numbers are in!
Start Reading
Gerard Michael

Smartleaf's Top Blog Posts of 2020

Our most read posts: direct indexing, automated rebalancing, growing your business — and ...
Start Reading
Gerard Michael

How Smartleaf Can Help You Grow Your Business

A Smartleaf client talks about how Smartleaf automated rebalancing has helped their ...
Start Reading
Gerard Michael

The Direct Index Arms Race. And You.

What BlackRock’s purchase of Aperio and Morgan Stanley’s purchase of Eaton ...
Start Reading
Gerard Michael

Video: Discovering Unified Managed Householding

A recording of our “Discovering Unified Managed Householding: A Demo” webinar with ...
Start Reading
Gerard Michael

What We Mean When We Say “Automated”

A look at what the term “automated” really means.
Start Reading
Gerard Michael

A Wealth Management Horror Story

This is repost of our favorite (not actually so scary) story of an IRS audit.
Start Reading