SAM News

July 13, 2023
June 1, 2023

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

March 30, 2023

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

March 10, 2023
January 18, 2023
October 19, 2022
October 13, 2022
September 21, 2022

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

August 15, 2022

A six minute demo showing the capabilities of SAM's Advisor Portal.

August 8, 2022
August 4, 2022
July 21, 2022

Replacing ETFs and mutual funds is only the beginning of how direct indexes will change wealth management.