SAM News

May 13, 2022

 

 

Morningstar joined Jerry Michael, President of SAM, to discuss direct indexing
May 3, 2022

 

 

Smartleaf Asset Management, LLC selected to provide sub-advisory service for Principal Global Investors®...

Apr 28, 2022

 

 

SAM will provide Everence® with outsourced UMA portfolio management services, including the provisions of UMAs with...

Apr 22, 2022

 

 

Join SAM and Morningstar for a webinar on direct indexing

Apr 14, 2022

 

 

How SAM makes direct indexes as easy to use as ETFs

Mar 24, 2022

 

 

The history and current meaning(s) of Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA)

Mar 4, 2022

 

 

Outsourced rebalancing changes the advisor’s role and the client experience. Whether this is good or bad depends on your...
Feb 24, 2022

 

 

Direct indexing, old vs. new wealth management, customization, customization, and more.

Feb 1, 2022

 

 

A look at common objections to direct indexing

Jan 20, 2022

 

 

Working with direct indexes should be as easy as working with ETFs

Nov 2, 2021

 

 

Why asset managers are buying direct indexing firms.

Oct 6, 2021

 

Smartleaf Asset Management LLC (SAM) to include core Morningstar Indexes and Asset Allocation Models in its base offering,...