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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

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.

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.

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Washington Wire

Supreme Court Lets Cook Stay At Fed For Now

The Supreme Court is letting Lisa Cook remain as a Federal Reserve governor before hearing arguments in January.

Advisor Wellness

A Federal Judge Denies Merrill Lynch's Request For Restraining Order

A federal judge has rejected Merrill Lynch’s request for a temporary restraining order against one of the largest advisory teams to depart the firm.

ETF Innovators

Beyond the Narrative Fallacy: Hull Tactical’s HTUS for Disciplined Quantitative Execution

Hull Tactical’s HTUS ETF combines rigorous quantitative analysis with adaptive market timing to capture alpha while managing volatility. The fund exploits options pricing inefficiencies, abandons narrative-driven investing for data-based decisions, and maintains flexible systematic execution. Led by experienced financial engineers, HTUS delivers tactical S&P 500 exposure through disciplined behavioral finance principles and proven quantitative models.

ETF Innovators

Symmetry Partners’ SMOM ETF: A Systematic Strategy Enters the ETF Arena

Symmetry Partners debuts SMOM ETF, transforming the firm’s proven sector rotation strategy from SMA to ETF format. The fund uses dual momentum signals across six- and 12-month timeframes to select top-performing S&P 500 sectors, rebalancing monthly with staggered schedules. Designed as a satellite allocation to complement core equity exposure, SMOM aims to offer enhanced tax efficiency and smoother execution than its SMA predecessor, backed by seven years of track record.

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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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