Blog & News
Gerard Michael
The Nanny
When my daughter was two, she was cared for by a nanny who referred to my daughter and ...
Start Reading
Gerard Michael
Smartleaf Announces Apex Partnership
Cambridge, MA Ι January 24th, 2017
Start Reading
Gerard Michael
Are you ready for transition?
Lately, we’ve been thinking about transition. No, not that transition, portfolio ...
Start Reading
Gerard Michael
Excuse Us While We Brag About Our Clients
Our 2016 Taxes Saved numbers are in, and our clients saved their clients $166,786,368 — ...
Start Reading
Gerard Michael
Channel Your Inner Five-Year-Old
Why do we do things the way we do? Much of the time, the honest answer is "that's just ...
Start Reading
Gerard Michael
16 Million Gingerbread Houses
As 2017 approaches, Smartleaf would like to wish everyone a wonderful holiday season and ...
Start Reading
Gerard Michael
The "Aha" Moment
I'm getting married next summer. While the decision to propose to my fiancé was simple, ...
Start Reading
Gerard Michael
A Model For the Future
High-end portfolios have traditionally been managed one trade at a time, with portfolio ...
Start Reading
Gerard Michael
The Rise of the Compliant Loop
There’s lots of talk about how automation can help advisors, but what about compliance ...
Start Reading
Gerard Michael
Is Doing Good, Good Business?
As Thanksgiving rolls around, I can’t help but think of all the employees working during ...
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts