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Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management

by Madeline Garfinkle Contributor
Smartleaf President Jerry Michael explains how automation eliminates operational friction in portfolio management—making personalization effortless.

Featured

Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report

Jeremy Siegel on Monday reportedly flagged three potential hurdles for U.S. markets in 2026.

Grayscale Outlines Top Crypto Investing Themes For 2026 As Institutional Adoption Grows

Grayscale says the crypto asset class remains in a sustained bull market heading into 2026, supported by macro demand and regulatory clarity.

How Bond Markets Could Keep Mortgage Rates High

The big question facing bond markets in 2026—and thus anyone hoping to buy a home—is whether long-term rates will stay sluggishly high.

Recent

Commentaries

El-Erian: The Outbreak Isn't Over

He advised that instead of buying assets which have "stunningly decoupled" from their fundamentals, investors should focus on recovery prospects.

Commentaries

David Rubenstein Says Stocks Are "A Fool's Errand" Right Now

Carlyle co-founder warns that returns in the coming year are unlikely to match volatility as the COVID recession plays out. Are traders wrong?

Commentaries

Bonds Wave Red Flag on U.S. Economy While Stocks Show Green

The tea leaves of the world’s biggest bond market are producing a much-more foreboding reading than those of U.S. stock prices.

News

Take Five: Hoping for that V-shape in earnings

We knew Q2 earnings would be dire but the hope was they might turn out to be better than feared and companies could offer guidance on the outlook.

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Companies

Vanguard Flips The Script On 60/40 Investment Strategy

The Retirement Advisor

What's Changing for Retirement Savers and Retirees in 2026

Commentaries

Making Fortunes and Letting it Ride: 13 New Year Investing Resolutions

The Trust Advisor

Shannen Doherty’s Estate Claims Her Ex-Husband Owes Money After Refusing To Sell $1.5 Million Texas Home

Washington Wire

Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth

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