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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

News

‘Gamechanger’ — billionaire investor just got a lot less bullish on the market

“If you’re a long-term person, you better not be leveraged,” warned David Tepper.

News

'Watch out Tesla believers': Critics are piling on to warn the 300% stock rally will crash and burn

Tesla shares surged about 300% in the past six months, hitting an all-time high on Tuesday. Analysts are warning investors that the run up won't last.

Commentaries

Goldman: Keep Buying Tech Stocks Because It Isn’t 2000

Goldman Sachs strategist David Kostin doesn’t think that’s any reason for investors to stay away from buying into those companies.

Commentaries

Top Citi Strategist Alarmed By Clients Eager To Buy The Dip

Levkovich referenced a note from earlier in the week that showed how the bank’s proprietary panic/euphoria chart indicated sentiment ramping up.

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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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