Blog Post by Gerard Michael
Thank You From Smartleaf (and the lobsters)
Happy Thanksgiving from all of us at Smartleaf
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To Increase Customization: Centralize
There is no trade-off between customization and scale.
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A Wealth Management Horror Story (Original)
The (not actually so scary) story of an IRS audit
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Video: The Sleeves Conundrum
Sleeves were created for one purpose, but now they’re used for another. It’s not a good ...
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Webinar: Old vs. New Wealth Management
Smartleaf and Windham Labs discuss the future of wealth management in a webinar
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An Insider's Guide to Optimizers
How optimizers work
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Q&A: The Case Against Sleeves
A follow up to "The Case Against Sleeves"
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The Case Against Sleeves
A detailed look at the drawbacks of sleeve-level reporting
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Old vs. New Wealth Management Part II: Role Changes
The biggest change happening in wealth management is in functional roles
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Old vs. New Wealth Management
Changes in wealth management and the forces driving them
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