Skip to main content

Main navigation

  • News

    Featured Articles

    Every Wall Street Analyst Now Predicts A Stock Rally In 2026
    Louis Gerstner, Former IBM CEO Who Revitalized ‘Big Blue,’ Dies At 83
    The Tenuous Peace Between Trump And The $30 Trillion US Bond Market
    Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management

    Recent

    Divisions at the Fed That Defined 2025 are Expected to Carry into 2026
    Carvana, Robinhood, Coinbase: How 3 of the Market's Biggest 2022 Losers Ended Up in the S&P 500 This Year
    Airlines Cancel More Than 1,200 Flights Ahead of Winter Storm. Here’s What to Know
    Gold Tops $4,500 As Metals Stand Out As Trade Of The Year: 'Investors Are Just Getting Smarter'
    Consumer Spending Powers The US Economy. A K-Shaped Economy Will Further Test This Dynamic In 2026.

    Popular

    Vanguard Flips The Script On 60/40 Investment Strategy
    What's Changing for Retirement Savers and Retirees in 2026
    Making Fortunes and Letting it Ride: 13 New Year Investing Resolutions
    Shannen Doherty’s Estate Claims Her Ex-Husband Owes Money After Refusing To Sell $1.5 Million Texas Home
    Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth

    Topics

    Alt Essentials
    ETF Innovators
    The Crypto Advisor
    Direct Indexing Channel
    Model Portfolios + Strategists
    News
    Inflation Survival Advisor
    TAMPs
    The Trust Advisor
    The Retirement Advisor
  • Whitepapers
    ETF Innovators Guide 2025
    Direct Indexing Buyers Guide 2025
    Model Portfolio & SMA Strategists
    2025 America's Most Advisor Friendly Trust Companies
    America's Best TAMPs 2025
    America's Best Trust Technology Buyers Guide 2024
  • Events

    No upcoming events at this time

  • Subscribe

Mobile Menu

  • The Crypto Advisor
  • The Trust Advisor
  • Direct Indexing Channel
  • Model Portfolios + Strategists
  • News
  • Inflation Survival Advisor
  • Insurance Advisor
  • TAMPs
  • The Retirement Advisor
  • Commentaries

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

Louis Gerstner, Former IBM CEO Who Revitalized ‘Big Blue,’ Dies At 83

Louis Gerstner, the former CEO and chairman of​​​​​​​ IBM, died on Saturday, aged 83.

The Tenuous Peace Between Trump And The $30 Trillion US Bond Market

Since President Donald Trump's 'Liberation Day' tariffs pushed the U.S. bond market into revolt, his administration has prevented another flare up.

Every Wall Street Analyst Now Predicts A Stock Rally In 2026

At the big banks and the boutique investment shops, an optimistic consensus has taken hold: the US stock market will rally in 2026.

Recent

News

Lawyers fight back following attack on SPACs

Top law firms are clapping back against an explosive lawsuit filed last week that argues SPACs, should be regulated as investment vehicles.

Practice Management

Financial Advisors Ask: Is Our Team Better Together Or Apart?

Just like a marriage, the early years of a partnership often reflect the initial values and ideals you shared as a courting couple.

News

SEC Hints at Tougher Online-Broker Rules Over Game-Like Features

The SEC seeking info from market participants & consumer advocates on “digital engagement practices” associated with apps from Robinhood and others.

Living Rich

Sleep Where Bill Gross’ Ex-Wife Fled To Avoid Him

If the reports and lawsuits (allegedly) are to be believed, Bill Gross doesn’t take getting dumped well.

  • More Articles

Popular

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

Navigation

  • About
  • Contact
  • Advertise with The Wealth Advisor
  • Privacy Policy
  • Unsubscribe
  • © The Wealth Advisor 2025