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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

TAMPs

Protecting the “I” in RIA: CacheTech’s Advisor-Centered TAMP Model

CacheTech Advisor Solutions’ all-in-one TAMP eliminates operational friction with integrated CRM, automated tax-loss harvesting, cloud-driven rebalancing, and institutional-grade investment management. Features custom portfolio creation, compliance-ready reporting, transparent decision-making support, and consistent pricing regardless of customization—all designed by advisors to preserve RIA independence while streamlining growth.

Retirement Channel

According To Goldman Sachs Millions Of Americans Are Struggling To Save For Retirement

Rising costs are draining household budgets in the present leaving little capacity to save for the future.

FundFocus

Investors Dumped U.S. Assets Overnight In Favor Of Gold, Bitcoin, And Foreign Stocks

Investors dumped U.S. assets overnight in favor of gold, Bitcoin, and foreign stocks as government shutdown leaves Wall Street ‘flying blind’.

Companies

BlackRock Takes Another Step Forward In Applying AI To Wealth Management

BlackRock is taking another step forward in applying artificial intelligence to wealth management, unveiling a new feature designed to help advisors.

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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

Washington Wire

Treasury Official: The Fed Can Cut Rates Next Year, Even in the Face of Strong Growth

The Trust Advisor

Shannen Doherty’s Estate Claims Her Ex-Husband Owes Money After Refusing To Sell $1.5 Million Texas Home

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