Resources > Blog > Victor Pollaci Aug 20, 2012 10:05:00 PM Family Wealth Report: Smartleaf on Wealth Managers in Tough Times Share via Facebook Share via Twitter Share via Email Share via LinkedIn Family Wealth Report’s Harriet Davies interviews Smartleaf president Jerry Michael on how overlay helps wealth managers adapt to today’s difficult environment. Victor Pollaci Director of Product Management RELATED ARTICLES Victor Pollaci Feb 20, 2011 9:34:00 PM < 1 min read Family Wealth Report: Unified Managed Accounts and Overlay – Gaining Traction in Wealth Management Unified managed accounts are set to become the wealth management industry norm, Jerry Michael, president and co-founder of ... Start Reading Victor Pollaci Apr 24, 2013 1:20:00 PM < 1 min read Family Wealth Report: The Workflow Effects Of Overlay Technology – New White Paper Smartleaf has released its second white paper in a series aimed at increasing understanding about the effects of implementing ... Start Reading Victor Pollaci Aug 24, 2012 10:08:00 PM < 1 min read FundFire: How Should Wealth Managers Assess Overlay Mgmt? How can wealth management firms evaluate the different approaches to overlay portfolio management and decide which approach is ... Start Reading
