Blog & News
Gerard Michael
Should Advisors be Investing in Bitcoin?
Our thoughts on the Bitcoin trend.
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Gerard Michael
A Guide to SMAs and UMAs
A deep dive into the history and current meaning(s) of SMA and UMA.
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Gerard Michael
Three Predictions for 2018
Next year, we’ll check back to see how we did.
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Gerard Michael
Documenting the Value of Tax Management: 2017 Taxes Saved
Our 2017 Taxes Saved numbers are in. Smartleaf clients can document that they saved their ...
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Victor Pollaci
Smartleaf Taxes Saved 2017
Taxes Saved Report Shows Average Account Tax-Managed with Smartleaf Software Saved 1.6% ...
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Gerard Michael
The Best as the New Normal
How wealth management will transform and what we'll do to push that transformation
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Gerard Michael
An Index to the Smartleaf Blog
An inventory of our blog posts, organized by subject matter.
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Gerard Michael
2017 in Review: Our Most Popular Blog Posts
The data is in — we look back at the year’s most popular posts.
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Gerard Michael
FIFO and You
How the proposed FIFO rule would change wealth management
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Gerard Michael
Fintech and Change Management: A Guide
Four paths for implementing a major fintech project
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