Blog & News
David Neiterman
The "Aha" Moment
I'm getting married next summer. While the decision to propose to my fiancé was simple, ...
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Camille Carlton
A Model For the Future
High-end portfolios have traditionally been managed one trade at a time, with portfolio ...
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Gerard Michael
The Rise of the Compliant Loop
There’s lots of talk about how automation can help advisors, but what about compliance ...
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Camille Carlton
Is Doing Good, Good Business?
As Thanksgiving rolls around, I can’t help but think of all the employees working during ...
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Gerard Michael
They're Not Robos. They're Transformers.
Wealth management firms are seeing “robos” in a new light: as change agents. While robos ...
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Gerard Michael
Trump, Uncertainty and Control
With the unexpected election of Donald Trump, we are headed into uncharted waters. Some ...
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Gerard Michael
A Tax Management Face Off
Wealthfront recently asserted that their tax loss harvesting algorithm was better than ...
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Gerard Michael
Getting Ahead of Macro Trends in Wealth Management
Victor Pollaci
Are You a Hero?
Nobody likes paying taxes. However, thanks to Smartleaf, tax filing season is a great ...
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Victor Pollaci
2015 Year in Review: Raising Automation and Efficiency to New Levels
Smartleaf is the premier automated overlay portfolio management solution for banks and ...
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