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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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    Sleeve Video #2

    Video: The Downside of Sleeves

    March 27, 2019

    Sleeves are expensive, bad for tax management and, in the presence of customization and tax management, not useful for reporting

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    Video: The Sleeves Conundrum

    October 25, 2018

    Sleeves were created for one purpose, but now they’re used for another. It’s not a good idea.

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    Q&A The Case Against Sleeves

    Q&A: The Case Against Sleeves

    October 04, 2018

    A follow up to "The Case Against Sleeves"

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    Sleeve Reporting Final

    The Case Against Sleeves

    September 27, 2018

    A detailed look at the drawbacks of sleeve-level reporting

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    Don’t Treat Individual Investors Like Institutions

    September 28, 2017

    Wouldn’t it be great if ordinary investors could get the same type of investment management that really big institutional investors get? No, it wouldn’t. 

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    The Ultimate Guide to Sleeves, Part II

    February 24, 2017

    Between a rock and hard place: managing client interests versus client expectations when it comes to sleeve-level accounting, rebalancing and reporting.

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    Sleeves.png

    The Ultimate Guide to Sleeves, Part I

    February 17, 2017

    We want to talk about sleeves. Not the things on your shirt, but sleeve-based portfolio management, sometimes called partitioned portfolio management.

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