SAM News

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,...

Aug 19, 2021



We answer common questions on ESG investing. 

Aug 11, 2021


What is tax management? A simple guide. 

Jul 27, 2021


A survey of different types of portfolio customization and their uses.