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Smartleaf @SmartleafInc

Smartleaf’s software and services make managing personalized, tax-optimized portfolios simple and scalable.

Joined February 2013
  • Tweets 1,717
  • Following 674
  • Followers 675
142 Photos and videos
“We don’t bathe annually, so why rebalance once a year?” co-founder and president Jerry Michael asks in his recent Q&A with @benjiwriter Find all of Jerry’s insights here in @etfcom's: Annual Rebalancing: A Habit that Needs Breaking? | hubs.la/Q02dbg2Y0

Annual Rebalancing: A Habit that Needs Breaking?

We don't bathe annually, so why rebalance once a year? Smartleaf co-founder Jerry Michael asks.

etf.com
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Co-founder and President Jerry Michael spoke with @TobSalFP regarding a new University of Oxford study, “Beating the Index with ETFs”. Read the full article by @finplan here: hubs.la/Q02cRkcw0

Study finds 'new source of tax efficiency for ETFs'

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

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As the end of the year approaches, advisors should consider tax-efficient strategies to take charitable giving to the next level. Smartleaf President Jerry Michael spoke with @wealth_report to outline various strategies. wealthsolutionsreport.com/20…

Tax-Efficient Charitable Giving Strategies For Year-End Planning

Advisors Can Support Clients’ Holiday Charitable Giving With Innovative Tax Strategies That Maximize Gift Values, Reduce Taxes And More

wealthsolutionsreport.com
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We’re excited to announce our assets under management have exceeded $50B! This latest milestone stands as a testament to both the trust our clients have in us and the unwavering commitment of our team! Learn more: smartleaf.com/our-thinking/s… #directindexing #wealthmanagement

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Direct Indexing and Rebalancing Leader Role

Smartleaf's total AUM now exceeds $50 billion, reflecting the growing demand for rebalancing, personalization and tax optimization in portfolio management.

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Less than 24 hours left to register for our webinar with Melius Investments and Turing Technology. Sign up using the link below hubs.la/H0Rg3y30 #Smartleaf #fintech #webinar #ensemblemethods
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Join us in 2 weeks with Turing Technologies and Melius Investments as we discuss the possibilities of Ensemble Methods in Active Portfolio Management. hubs.la/H0QqmG40 #Smartleaf #fintech #ensemblemethods #wealthtech #webinar
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ONE HOUR until our webinar with KraneShares and Federated Hermes! Use the link below to register, then follow instructions in your email. hubs.la/H0P9xCQ0 #Smartleaf #Webinar #internationalinvesting #wealthtech #fintech #wealthmanagement
Have you signed up for our webinar on #internationalinvesting yet?! What are you waiting for? 👉hubs.ly/H0P0jQ-0👈 #webinar #smartleaf #fintech #global #international #wealthmanagement
On May 27th at 11:45 AM EST, we discuss #internationalinvesting with @KraneShares & @FederatedHermes. Register @ hubs.la/H0NnCbJ0 #Smartleaf #ForeignInvesting #International #Webinar #Live #Global #Investing #WealthTech #WealthManagement #FinTech
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What impact will rising taxes have on Investment Advisors? Take a look at our newest blog to find out. hubs.la/H0Nm-zZ0 #Smartleaf #BidenTaxPlan #wealthmanagement #fintech #finance #wealthtech

Rising Tax Rates Make Advisors More Valuable

Higher tax rates mean advisors can save their clients even more in taxes

smartleaf.com
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Do you know what you need to manage complex portfolios at scale? We have the answer. Learn more at hubs.ly/H0MjMBJ0. #wealthmanagement #fintech #finance #smartleaf
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We make it our mission to look for the most environmentally friendly forms of investing, every day of the year. For Earth Day: A Guide to ESG Investing hubs.ly/H0LQ3Vy0 #Smartleaf #EarthDay #ESGInvesting #fintech #wealthtech

For Earth Day: A Guide to ESG Investing

A Q&A on ESG investing

smartleaf.com
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One hour until our webinar with IDX and Alpha Vee! Have you registered? Join us and learn all about ETFs and Direct Indexing. #smartleaf #wealthtech #fintech #DirectIndexing #wealthmanagement hubs.ly/H0KNkSL0

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Set your calendar reminder because our webinar on ETFs and Direct Indexing: What Advisors Need to Know! with Alpha Vee and IDX starts in 48 hours. Have you registered yet? hubs.ly/H0KvcJx0 #smartleaf #fintech #wealthmanagement #wealthtech #directindexing #ETFs
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We are proud to present our inaugural release titled, simply, “Smartleaf”. The goal is to illuminate our approach to rebalancing with top engineers and musicians within our company. Click bit.ly/39zjkyO for more info. #smartleaf #fintech #wealthmanagement

Smartleaf Launches “Fintech and the Arts” Program

A Merger of Fintech and the Arts

smartleaf.com
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Tune in at 11:45 AM EST on April 8th to chat with Jerry Michael, Ben McMillan, and Leigh Eichel and get your insider's guide to ETFs and Direct Indexing. 👉hubs.ly/H0JKMYm0 👈
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Smartleafers! We're registered for the 2021 T3 Advisor Conference in Denton, TX from Sept 27th - Oct 1st. Make sure to follow @t3techhub & check back here for updated booth info! #fintech #wealthmanagement #wealthtech #T32021 #conference #smartleaf
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When comparing the automated rebalancing strategies used by you and your peers, do you know what questions to ask? Here are 8 questions to guide your analysis. Read more at hubs.ly/H0J58y_0 #smartleaf #fintech #wealthmanagement #wealthtech

What Can Rebalancing Automation do For You? Eight Questions to Ask

Eight questions that highlight capabilities made possible by rebalancing automation and explains what can rebalancing automation do for you.

smartleaf.com
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One hour until the Pearl Impact Capital webinar on ESG investing! Are you ready? Sign up at: hubs.ly/H0H64z90 #smartleaf #webinar #ESG #fintech #wealthmanagement
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