blog

    2020 Taxes Saved Report

    January 21, 2021

    Our 2020 Taxes Saved numbers are in!

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    blog

    Smartleaf's Top Blog Posts of 2020

    January 07, 2021

    Our most read posts: direct indexing, automated rebalancing, growing your business — and more.


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    blog

    How Smartleaf Can Help You Grow Your Business

    December 17, 2020

    A Smartleaf client talks about how Smartleaf automated rebalancing has helped their business.

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    blog

    The Direct Index Arms Race. And You.

    December 03, 2020

    What BlackRock’s purchase of Aperio and Morgan Stanley’s purchase of Eaton Vance/Parametric means to you.

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    blog

    Video: Discovering Unified Managed Householding

    November 19, 2020

    A recording of our “Discovering Unified Managed Householding: A Demo” webinar with Smartleaf’s Victor Pollaci and Stefan Mitropolitsky.

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    blog

    What We Mean When We Say “Automated”

    November 05, 2020

    Confusion over what the term “automated” means.

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    blog
    REAL halloween blog

    A Wealth Management Horror Story

    October 29, 2020

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

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    news

    Smartleaf Launches New Low Cost Direct Indexes with Alpha Vee Partnership

    October 08, 2020

    Smartleaf partners with Alpha Vee to provide direct index models to Smartleaf’s clients at 3 to 5 bps.

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    blog

    How to Choose a Rebalancing System

    September 24, 2020

    Six questions that will help you select the right rebalancing system.

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    blog

    What Your Peers Are Saying About Automated Rebalancing

    September 11, 2020

    Highlights from conversations with our users.

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