Blog Post by Gerard Michael
From Smartleaf's Knowledge Center: Automated Rebalancing
We share another extract from our Knowledge Center, answering questions on automated ...
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Yes, Direct Indexes Make Sense for Investors Worth Less Than $1mm and Over $5m
We respond to a post by Brent Sullivan of The Tax Alpha Insider reporting common ...
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From Smartleaf's Knowledge Center: Direct Indexing
We share an extract from our Knowledge Center. Is managing direct indexes a lot harder ...
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Hot Takes! All The Ways You’re Doing Portfolio Management Wrong.
Smartleaf's 2024 T3 conference presentation, together with a review by Bob Veres of ...
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Zoe Financial selects Smartleaf for Personalized, Tax-Optimized Rebalancing
Centralized vs Advisor-Led Portfolio Management
It's about culture and business model, not which is better for customization.
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Can AIs Replace Financial Advisors?
We test how good current large language models are at providing financial advice.
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2023 Taxes Saved or Deferred Report
In 2023, the clients of Smartleaf users saved or deferred an average 1.94% in taxes.
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Why Smartleaf Isn't Right for Everyone
We enable wealth management advisors to do a lot more for their clients. But we're not ...
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On Tax Day Will You Be a Hero or a Goat?
Are you and your clients be celebrating tax day?
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