SAM News (2)

Jun 17, 2022

Direct Indexing FAQ

A Q&A on direct indexing

May 13, 2022

[Webinar] Direct Indexing: What Advisors Need To Know

Morningstar joined Jerry Michael, President of SAM, to discuss direct indexing

May 3, 2022

Smartleaf Asset Management Selected by Principal Global®

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

Apr 28, 2022

Everence selects SAM for Outsourced UMAs with Direct Index Cores

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

Join SAM and Morningstar for a webinar on direct indexing

Apr 14, 2022

Direct Indexes As Easy As ETFs

How SAM makes direct indexes as easy to use as ETFs

Mar 24, 2022

A Guide To SMAs and UMAs

The history and current meaning(s) of Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA)

Mar 4, 2022

Is Outsourced Rebalancing Good For Advisors?

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

Feb 24, 2022

SAM’s Top Blog Posts of 2021

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

Feb 1, 2022

Why Not Direct Indexes?

A look at common objections to direct indexing

Jan 20, 2022

How to Implement Direct Indexes

Working with direct indexes should be as easy as working with ETFs

Nov 2, 2021

Why all the Direct Index Acquisitions?

Why asset managers are buying direct indexing firms.

SAM News