Blog & News
Gerard Michael
The Direct Index Domino Effect
Replacing ETFs and mutual funds is only the beginning of how direct indexes will change ...
Start Reading
Gerard Michael
Webinar Recording, A Changed World: Taking a Fresh Look at International Investing
A Conversation with KraneShares and Federated Hermes.
Start Reading
Gerard Michael
Rising Tax Rates Make Advisors More Valuable
Biden Tax Hikes and You
Start Reading
Gerard Michael
What it Takes to Manage Complex Portfolios at Scale
Reimagining and reengineering how portfolios are rebalanced
Start Reading
Gerard Michael
For Earth Day: A Guide to ESG Investing
Recycling for Earth Day: Q&A on ESG
Start Reading
Gerard Michael
On Tax Day, Will You Be a Hero or a Goat?
Are you and your clients celebrating Tax Day?
Start Reading
Gerard Michael
Webinar Recording, ETFs & Direct Indexing: What Advisors Need to Know
ETFs & Direct Indexing: What Advisors Need to Know
Start Reading
Gerard Michael
Smartleaf Launches “Fintech and the Arts” Program
Smartleaf leverages exploratory musical concepts and exceptional graphic design to ...
Start Reading
Gerard Michael
What Can Rebalancing Automation do For You? Eight Questions to Ask
How do your rebalancing capabilities compare to your peers?
Start Reading
Gerard Michael
Webinar Recording: Doing Well by Doing Good?
Doing Well by Doing Good? A conversation on ESG Investing with Pearl Impact Capital
Start Reading
All Direct Indexing How Automated Rebalancing Works The Implications of Automated Rebalancing Choosing a Rebalancing System Industry Commentary About Smartleaf and Smartleaf Clients Smartleaf News and Announcements Total Portfolio vs Sleeves Tax Management Householding Customization and ESG Business Growth Video Resources Holiday Posts