Blog & News
Smartleaf
The Advisor Divide
Wealth management is quietly splitting in two. Which side is your firm on?
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Gerard Michael
Hold Us to It: Notes from the 2026 Smartleaf & SAM Summit
At our recent user conference, we asked clients to hold us to our mission. Here's where ...
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Gerard Michael
How To Keep The Tax Tail From Wagging The Investment Dog
The defense in depth we use to prevent tax management from eroding investment strategies.
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Gerard Michael
Everything you’ve always wanted to know about householding*
*But were afraid to ask.
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Gerard Michael
Smartleaf's Plans for 2026
What are we going to do this year? The same thing we do every year: further automate the ...
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Gerard Michael
Smartleaf's Top Blog Posts 2025
Our top blogs of 2025 by reader popularity: busting direct index “lock-up” myths, ...
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Gerard Michael
Redefining the Meaning of Automation
We've ended up in a world where nearly every rebalancing tool calls itself “automated”, ...
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Gerard Michael
Year-Round vs. Year-End Loss Harvesting
If you're just getting around to tax loss harvesting, you're doing it wrong.
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Gerard Michael
From our mailbox: how we address concerns about direct index lock up
A correspondent asks how we address concerns about direct indexes becoming “ossified”.
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Gerard Michael
The power of being able to rebalance at scale
Automated rebalancing will transform your business.
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