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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

Companies

Tesla Stock Drops After Another Musk Share Sale

Tesla (TSLA) slipped today following disclosure of another stock sale from CEO Elon Musk, with the shares now down nearly 49% year to date.

Washington Wire

Fed May Need to Hike Interest Rates Above 6% to Crush Inflation, Larry Summers Says

Stubbornly high inflation could force the Federal Reserve to aggressively raise interest rates above 6%.

Crypto4Advisors

FTX Fiasco Hits Investors From Tiger Global to Tom Brady

FTX.com fiasco ensnared biggest names in finance. FTX faces existential threats as regulators descend and a rival’s proposed bailout is uncertain.

Insurance Advisor

How Machine Learning is Transforming Insurance Claims

Here are some of the use cases for machine learning in claims as well as the challenges limiting adoption.

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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

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