We answer a question from a reader about rebalancing automation and transparency.
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Smartleaf partners with IDX Insights to deliver a broad range of direct index models to Smartleaf’s clients.
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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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What you can accomplish for your clients in a crisis when you have rebalancing automation: a look at the data.
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We survey three technical innovations in wealth management that will fundamentally change the industry.
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Yes, rebalancing makes sense, even (perhaps especially) in a crisis.
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Modern-day “rebalancing systems” are complex decisioning systems that automate customization, tax management and compliance.
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Smartleaf is expanding its mission beyond scalable customization: helping advisors and clients understand the implications of their choices.
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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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How much Smartleaf users saved their clients in taxes in 2019.
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