SAM News

August 4, 2022
July 21, 2022

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

June 24, 2022

Direct indexes are less expensive than ETFs to launch and maintain

June 17, 2022
A Q&A on direct indexing
May 13, 2022
Morningstar joined Jerry Michael, President of SAM, to discuss 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

May 3, 2022

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

April 28, 2022
April 14, 2022

How SAM makes direct indexes as easy to use as ETFs

March 24, 2022
March 4, 2022
Outsourced rebalancing changes the advisor’s role and the client experience. Whether this is good or bad depends on your...