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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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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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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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Three Ways Rebalancing Tech is Disrupting Wealth Management

December 04, 2019

 

Three predictions about radical rebalancing technology

 

 

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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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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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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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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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Four Reasons to Rethink Your Wealth Management Service Model

Four Reasons to Rethink Your Service Model

September 18, 2019

Four strategic initiatives powered by automated rebalancing 

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