On Tuesday, October 16th we were joined by a special guest, Jerry Michael of SmartleafIn this webinar, we explored the massive changes in the wealth management landscape as well as the forces driving them.

WEBINAR HIGHLIGHTS:

  • How the core value proposition of wealth management has evolved
  • Security selection and asset allocation in the current landscape
  • The modernization of wealth management processes:
    • Rebalancing portfolios
    • Customization
    • Tax management

Old vs. New Wealth Management

Tuesday, October 16th at 1:30PM

ACCESS THE RECORDING
VIEW THE SLIDE DECK

ABOUT OUR GUEST

GERARD MICHAEL co-founded Smartleaf in 1999 to reduce the operational burden of managing customized, tax, risk and expense sensitive personal portfolios. Smartleaf began selling its overlay portfolio management solution to banks, trusts and financial services companies in 2003, and the company has become a leader in this space with over 50 clients and over $50 billion in assets under management. Smartleaf’s clients increasingly use this as the chassis for their entire wealth management offerings.”