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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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Smartleaf launches new direct indexes with idx insights

Smartleaf Launches New Direct Indexes with IDX Insights Partnership

May 14, 2020

Smartleaf partners with IDX Insights to deliver a broad range of direct index models to Smartleaf’s clients.

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Video: Rebalancing Automation: Lessons From The Crisis Webinar

April 30, 2020

A recording of our “Rebalancing Automation: Lessons from the Crisis” webinar with Greg Slater, CIO of Altum Wealth, and Bill Martin, CIO of Intrust Bank.

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Crisis Case Study: The Power of Rebalancing Automation

April 24, 2020

What you can accomplish for your clients in a crisis when you have rebalancing automation: a look at the data.

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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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2019 Smartleaf Taxes Saved Report

January 23, 2020

How much Smartleaf users saved their clients in taxes in 2019.

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