Media Coverage
Victor Pollaci
The Trust Advisor:Networking and Tech Gadgets Attract Wealth Advisors to Big ABA Trust Convention
American Bankers Association wealth management and trust conference brings cutting-edge ...
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Victor Pollaci
Family Wealth Report: Brokers Can Leapfrog Competitors With Overlay (Available to Subscribers)
Jerry Michael, president and co-founder of Smartleaf, which provides overlay portfolio ...
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Victor Pollaci
AdvisorOne: Big Changes in Wealth Management Seen as Open Architecture Trend Expands
Joyce Hanson reports on how automation brings customized portfolio management to a ...
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Victor Pollaci
The Trust Advisor Blog: UMA Providers Dazzle Wealth Advisors with New Upgrades that Manage Market Volatility Risk
As global markets buckle on fears of new financial meltdown, managed accounts vendors ...
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Victor Pollaci
Why Volatility is Opportunity for Wealth Managers
Volatile markets can be disruptive, but overlay management is helping many banks, broker ...
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Victor Pollaci
Fundfire: Brokerage Makes Leap to All-Model SMA Program
Fundfire’s Tom Stabile reports on D.A. Davidson’s decision to move its stand-alone SMA ...
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Victor Pollaci
Registered Rep: Greater Customization, Consistency and Efficiency – Are You Ready for the Overlay Revolution?
Overlay portfolio management is quietly but rapidly changing the future of wealth ...
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Victor Pollaci
InvestmentNews: Target Templates Added by Smartleaf
A new twist on its managed accounts offering was announced by Smartleaf Inc. yesterday. ...
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Victor Pollaci
Family Wealth Report: Unified Managed Accounts and Overlay – Gaining Traction in Wealth Management
Unified managed accounts are set to become the wealth management industry norm, Jerry ...
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Victor Pollaci
Financial Planning: U.S. Bancorp Chooses Smartleaf for Overlay Portfolio Management
Smartleaf Inc., a provider of overlay portfolio management solutions to banks and ...
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