Gerard Michael February 01, 2024

Smartleaf's Top Blog Posts of 2023

Our top blog posts of 2023: a study on the tax efficiency of direct indexes vs comparable ...

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Gerard Michael October 31, 2023

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

Smartleaf announced its total assets under management have now exceeded $50 billion. This ...

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Gerard Michael August 03, 2023

Bob Veres of Inside Information: Smartleaf Made a Splash at T3 Conference

Bob Veres of Inside Information describes Smartleaf in his summary of the Spring T3 ...

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Gerard Michael May 15, 2023

Register Today: What It Takes To Deliver Personalized and Tax-Optimized Portfolios at Scale

Join us September 7th, 2023 at 1:00 PM ET to learn how to provide every client, of every ...

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Gerard Michael April 27, 2023

Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs

We compare the loss harvesting efficiency of a direct index to an equivalent ETF.

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Gerard Michael April 01, 2023

Smartleaf Announces GPT-5 Integration

Smartleaf leverages GPT-5 to power its core trade analytics.

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Gerard Michael March 02, 2023

2022 Taxes Saved or Deferred Report

In 2022, the clients of Smartleaf users saved or deferred an average 3.07% in taxes.

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Gerard Michael January 05, 2023

Smartleaf's Top Blog Posts of 2022

Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your ...

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Gerard Michael December 15, 2022

A Q&A On Portfolio Rebalancing With Craig Izkowitz

A Q&A with Craig Izkowitz of the Ezra Group and Smartleaf President, Jerry Michael, ...

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Gerard Michael December 07, 2022

Year-Round vs. Year-End Loss Harvesting

Year-round tax loss harvesting is up to twice as effective as year-end loss harvesting.

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