SAM Blog & News

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

A look at common objections to direct indexing

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

Why asset managers are buying direct indexing firms.

Smartleaf Asset Management LLC (SAM) to include core Morningstar Indexes and Asset Allocation Models in its base offering,...

Answers to audience questions.

Smartleaf Asset Management (SAM) hosted a webinar, “A Primer on Implementing Direct...

We answer common questions on ESG investing. 

How and Why Wealth Management is Changing 

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