Skip to content

Blog & News

    Gerard Michael

    On Tax Day Will You Be a Hero or a Goat?

    Are you and your clients be celebrating tax day?
    Start Reading
    Gerard Michael

    Direct Indexes Are Great. Direct Index SMAs Are Bad.

    Direct indexes outperform comparable ETFs on an aftertax expected basis. But direct index ...
    Start Reading
    Gerard Michael

    Smartleaf's Top Blog Posts of 2023

    Our top blog posts of 2023: a study on the tax efficiency of direct indexes vs comparable ...
    Start Reading
    Gerard Michael

    Smartleaf Surpasses $50 Billion in AUM, Cementing Its Direct Indexing and Rebalancing Leader Role

    Smartleaf announced its total assets under management have now exceeded $50 billion. This ...
    Start Reading
    Gerard Michael

    Bob Veres of Inside Information: Smartleaf Made a Splash at T3 Conference

    Bob Veres of Inside Information describes Smartleaf in his summary of the Spring T3 ...
    Start Reading
    Gerard Michael

    Register Today: What It Takes To Deliver Personalized and Tax-Optimized Portfolios at Scale

    Join us September 7th, 2023 at 1:00 PM ET to learn how to provide every client, of every ...
    Start Reading
    Gerard Michael

    Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs

    We compare the loss harvesting efficiency of a direct index to an equivalent ETF.
    Start Reading
    Gerard Michael

    Smartleaf Announces GPT-5 Integration

    Smartleaf leverages GPT-5 to power its core trade analytics.
    Start Reading
    Gerard Michael

    2022 Taxes Saved or Deferred Report

    In 2022, the clients of Smartleaf users saved or deferred an average 3.07% in taxes.
    Start Reading
    Gerard Michael

    Smartleaf's Top Blog Posts of 2022

    Our top blog posts of 2022: a demo of our advisor portal, a case study on saving your ...
    Start Reading