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Topics: Videos

Webinar: Old vs. New Wealth Management

Smartleaf and Windham Labs discuss the future of wealth management in a webinar

 

 

We spoke at a webinar hosted by Windham Labs, describing how portfolio management is being re-engineered. The changes affect everything from the role of the advisor to the mechanics of rebalancing. In the new wealth management, the type of sophisticated customization and tax management that was formerly the exclusive preserve of UHNW investors will become tomorrow’s “table stakes.” Find out how by watching a recording of the webinar above.

 

Topics: Videos

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