Blog & News
Gerard Michael
Why Smartleaf Isn't the Right Fit for Everyone
We re-engineer wealth management workflows. It's not always the right fit for everyone.
Start Reading
Gerard Michael
Smartleaf's Top Blog Posts of 2019
Smartleaf’s top posts of 2019: wealth management myths, peer commentary, demos — and more.
Start Reading
Gerard Michael
Three Ways Rebalancing Tech is Disrupting Wealth Management
Three predictions about radical rebalancing technology
Start Reading
Gerard Michael
First Western Trust Chooses Smartleaf to Enrich Its Boutique Wealth Management Offering
First Western Trust leverages Smartleaf to offer clients the highest level of ...
Start Reading
Gerard Michael
Mutual Funds and ETFs Are Dead
$0 stock commissions are another nail in the coffin of mutual funds and ETFs
Start Reading
Gerard Michael
Smartleaf Introduces Automated Household-Level Rebalancing
Smartleaf unveiled its upcoming automated household rebalancing functionality at the ...
Start Reading
Gerard Michael
Four Reasons to Rethink Your Service Model
Four strategic initiatives powered by automated rebalancing
Start Reading
Gerard Michael
Smartleaf InVest 2019 Demo: Householding
A seven-minute demo of Smartleaf’s householding functionality
Start Reading
Gerard Michael
What Your Peers Are Saying
What senior wealth and asset management executives think are the industry’s biggest ...
Start Reading
Gerard Michael
Three Wealth Management Myths
Common beliefs in the wealth management industry that are untrue — and potentially ...
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts