SAM News

June 1, 2023



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

February 7, 2023


October 19, 2022



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

October 13, 2022



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

October 13, 2022


September 27, 2022


August 18, 2022


How and Why Wealth Management is Changing 

August 4, 2022



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

June 17, 2022



A look at common objections to direct indexing

May 13, 2022


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

May 13, 2022



Join SAM and Morningstar for a webinar on direct indexing

April 28, 2022



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