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    index

    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    blog
    Four Reasons to Rethink Your Wealth Management Service Model

    Four Reasons to Rethink Your Service Model

    September 18, 2019

    Four strategic initiatives powered by automated rebalancing 

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    blog
    TL Peer Quotes Image

    What Your Peers Are Saying

    August 23, 2019

    What senior wealth and asset management executives think are the industry’s biggest threats and opportunities

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    blog
    AdobeStock_110245412

    Three Wealth Management Myths

    August 08, 2019

    Common beliefs in the wealth management industry that are untrue — and potentially harmful.

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    blog
    TL #121 Photo - Householding

    Tax-Optimized Householding

    July 25, 2019

    What is householding and what’s required to do it well?

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    blog
    SLClientServices

    Spotlight: Smartleaf Client Services

    July 11, 2019

    We talk with Bob McKinley, head of client services, about the role of client services in a software firm.

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    blog
    Video_ Tax Management

    Video: What to Look for in a Tax Management System

    June 27, 2019

    The six tools you should have in your tax management toolkit.

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    blog
    Smartleaf Architecture Video Still

    Video: Smartleaf Architecture - How We Do It

    June 12, 2019

    A video animation of portfolio management using the Smartleaf system

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    blog
    TL_118

    Robo-Advisors vs Human Advisors: Who’s Better at What?

    May 30, 2019

    A comparison of strengths and weaknesses

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    blog
    TL 117

    Gains Deferral: The Core of Tax Management

    May 16, 2019

    Loss harvesting gets all the attention, but it's gains deferral that does most of the work.

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    blog
    TaxLossHarvestingMatters

    Why Tax Loss Harvesting Really Matters

    May 01, 2019

    We address common objections to loss harvesting

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