SAM News

SAM’s Top Blog Posts of 2021

Posted by Gerard Michael on February 24, 2022



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



We’ve compiled a list of this year’s top posts, as measured by reader interest. The top topics: direct indexing, old vs. new wealth management and customization. 


1. Why all the Direct Index Acquisitions?

In the last year or so, we’ve seen a slew of acquisitions of sub-advisory firms, mostly direct index managers. These acquisitions have put a spotlight on direct indexing, but the question is: Why all this activity?


2. Old vs. New Wealth Management

Wealth management is changing, affecting everything from the role of the advisor to the mechanics of rebalancing. Even core value propositions. 


3. A User’s Guide to Portfolio Customization

Every wealth management firm we’ve spoken with strives to deliver “a customized solution.” It certainly sounds like it’s a good idea, but what does it really mean? And how, exactly, does it benefit clients?


4. A Guide To Tax Management

The basic idea of tax management is straightforward: reduce taxes without reducing pre-tax returns (or at least without reducing pre-tax returns more than you save in taxes). So far, so good. But what exactly does this mean and how is it done?


5. SAM to Include Morningstar Indexes in its Base Offering

Smartleaf Asset Management LLC (SAM) announced that it will provide advisors with easy access to customized, tax-managed direct index portfolios based on Morningstar Indexes.


6. Webinar: A Primer on Implementing Direct Indexes

On May 21st, we hosted a webinar with RIA Channel titled “A Primer on Implementing Direct Indexes.” Doug Fritz, President & Founder of F2 Strategy, and Jerry Michael, President of Smartleaf Asset Management (SAM), discussed the benefits and challenges of implementing direct indexing. 



We’d like to thank our readers for your incredible support this year. 2021 was a great year. As always, we appreciate your feedback — let us know your thoughts, including topics you’d like us to cover in the future.

Gerard Michael
Gerard Michael

President, Co-Founder