SAM News

Jun 17, 2022



A Q&A on direct indexing
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.