SAM News

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We share the details of our simulation, and explain why direct indexes are more tax efficient than ETFs. 

In 2022, the clients of Smartleaf Asset Management users saved or deferred an average of 2.86% in taxes.

Join SAM and Principal® for a webinar on how fintech enables advisors to deliver personalized portfolios and a...

How and Why Wealth Management is Changing 

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

A look at common objections to direct indexing

Doug Fritz, President & Founder of F2 Strategy, and Jerry Michael, President of Smartleaf Asset Management (SAM), discuss...

Join SAM and Morningstar for a webinar on direct indexing

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