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    Why Smartleaf?

    June 12, 2020

    Why we do what we do.

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    From Our Mailbox: The 'Black Box' Problem?

    May 29, 2020

    We answer a question from a reader about rebalancing automation and transparency.

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    Three Innovations That Will Change Wealth Management Forever

    April 01, 2020

    We survey three technical innovations in wealth management that will fundamentally change the industry.

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    Is This Any Time to Rebalance?

    March 20, 2020

    Yes, rebalancing makes sense, even (perhaps especially) in a crisis.

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    'Rebalancing Systems' Do Much More Than Rebalance

    March 04, 2020

    Modern-day “rebalancing systems” are complex decisioning systems that automate customization, tax management and compliance.

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    what's next for Smartleaf advisor portal scalable customization

    What's Next for Smartleaf: The Smartleaf Advisor Portal

    February 21, 2020

    Smartleaf is expanding its mission beyond scalable customization: helping advisors and clients understand the implications of their choices.

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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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    To increase customization: centralize

    To Increase Customization: Centralize

    November 15, 2018

    There is no trade-off between customization and scale.

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    A User's Guide to Portfolio Customization Image.jpeg

    A User's Guide to Portfolio Customization

    March 22, 2018

    What is it and what is it good for?

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