Blog & News
Gerard Michael
Thank You From Smartleaf (and the lobsters)
Happy Thanksgiving from all of us at Smartleaf
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Gerard Michael
Smartleaf Demo from In|Vest 2018
A six-minute demo of the Smartleaf system from the In|Vest 2018 conference
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Gerard Michael
The Difference Between Smartleaf and an Optimizer
The nuts and bolts of an optimization-based rebalancing automation system.
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Gerard Michael
Why We Created a Taxes Saved Report
Most tax management is mediocre. How do you demonstrate your excellence?
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Gerard Michael
The Best as the New Normal
How wealth management will transform and what we'll do to push that transformation
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Gerard Michael
Our Kind of Audit
We’re sorry. We think. Sort of. Let me explain.
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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 — ...
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Camille Carlton
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 ...
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