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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.

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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.

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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.

TAMPs

Brinker Capital: 10 Years After The Treasury Downgrade

Remember when Standard & Poor's stripped the U.S. government of its enviable AAA credit rating? The world didn't end as fast as some expected.

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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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