March 3, 2000
The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
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Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management
Many advisors assume personalization at scale requires heavy lifting. Jerry Michael, President at Smartleaf and Smartleaf Asset Management, believes this premise is mistaken. True automation doesn’t just make portfolio management faster—it can take on any operational friction. From tax optimization to direct indexing and ESG screens, complexity should add zero incremental effort. Michael explains how automation reclaims advisor time for relationship building and why the industry should demand more from technology.
The Tenuous Peace Between Trump And The $30 Trillion US Bond Market
Since President Donald Trump's 'Liberation Day' tariffs pushed the U.S. bond market into revolt, his administration has prevented another flare up.