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    Our Blog

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    An Index to Smartleaf's Top Blog Posts

    Our most popular posts, organized by subject matter.

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    Rebalancing-Workflow

    Smartleaf Demo: Rebalancing Workflow

    December 05, 2018

    We show you how to rebalance with the Smartleaf platform

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    videos
    Sleeve Video #1 image

    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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    videos
    Webinar Image-2

    Webinar: Old vs. New Wealth Management

    October 18, 2018

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

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    videos
    Video Image_ Guide to UMAs (1)

    Video: A Guide to UMAs

    September 20, 2018

    The evolution of SMAs and UMAs 

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    Smartleaf Demo

    Smartleaf Demo from In|Vest 2018

    August 16, 2018

    A six-minute demo of the Smartleaf system from the In|Vest 2018 conference

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    videos
    Video Image_ Guide to SMAs

    Video: A Guide to SMAs

    August 01, 2018

    The past, present and future of SMAs

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    videos
    Direct Index Video #1-1

    Video: Direct Indexes are Better Than ETFs

    May 17, 2018

    Direct Indexes are customizable and outperform ETFs on an expected after-tax basis.

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