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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

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

Companies

Proposed Merger Raising Questions for Ameriprise Financial

Fifth Third Bancorp’s plan to merge with Comerica Bank is reshaping wealth management landscape, raising pressing questions for Ameriprise Financial.

Commentaries

America’s Economy is On a ‘Sugar High’ Warns Ken Griffin, and Investors Retreating to Gold is One Sign of a Comedown

Markets are going from strength to strength, boosted by the promise of AI and the enormous investments being plowed into the tech sector.

News

Edelman Financial Engines Acquires Hasenberg Financial Group

In line with the firm’s selective M&A program, this strategic move marks EFE’s ninth acquisition in the last three years and reflects the firm’s continued efforts to grow in regions where demand and need for wealth planning is accelerating. EFE also continues to make significant investments in solutions and technology to enable its more than 350 planners across the country to deliver even greater value to more clients.

Companies

Fifth Third To Buy Comerica In $10.9 Billion Deal To Create Ninth-Largest US Bank

Fifth Third (FITB.O), opens new tab on Monday agreed to buy regional lender Comerica (CMA.N), opens new tab in an all-stock deal valued at $10.9B.

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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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