Blog & News
Gerard Michael
Smartleaf's Top Blog Posts of 2024
Our top blogs of 2024 by reader popularity: sleeves are bad, direct indexes make sense ...
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Gerard Michael
From Smartleaf's Knowledge Center: Direct Indexing
We share an extract from our Knowledge Center. Is managing direct indexes a lot harder ...
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Gerard Michael
Zoe Financial selects Smartleaf for Personalized, Tax-Optimized Rebalancing
Gerard Michael
Why Smartleaf Isn't Right for Everyone
We enable wealth management advisors to do a lot more for their clients. But we're not ...
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Gerard Michael
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
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
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
Case Study: Altium Wealth Management Saved 68% of Their Clients More in Taxes Than Their Clients Paid in Fees.
What if you could demonstrably save your clients more in taxes than you charge in fees?
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Gerard Michael
[Demo Video] Smartleaf's Advisor Portal
A six minute demo of Smartleaf's Advisor Portal.
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Gerard Michael
Smartleaf: Personalized & Tax-Optimized Portfolios Made Simple
An overview of what we do, how we do it, and what makes us different.
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