INSIGHTS & STRATEGIES

WisdomTree Blog

There’s a lot of fuss around “behavioral finance” in our industry, and for good reason. Despite this, many find it challenging to apply behavioral finance in their practice. Ryan Krystopowicz discusses our Behavioral Finance Assessment Tool and how it can help advisors connect with their clients. 
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The New Year is a great time for financial advisors to re-evaluate their practice. Ryan Krystopowicz outlines three tips that advisors can start implementing today to help convert prospects in 2022.

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On a recent episode of the Behind the Markets podcast, host Jeremy Schwartz and guest host Ryan Krystopowicz spoke with Aaron Klein, CEO and co-founder of Riskalyze. Ryan Krystopowicz provides his recap of the conversation, which focused on a range of topics from data analytics and risk management to a macro overview of Model Portfolios.

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One of the biggest advantages that ETFs possess over mutual funds is their tax efficiency. Ryan Krystopowicz highlights some sobering stats on the taxing history of mutual funds and why advisors should consider transitioning client accounts into ETF Model Portfolios.

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For many advisors, the question of migrating to a third-party model is not why but how. Ryan Krystopowicz explains how our collaboration with 55ip can help advisors with the transition from their existing portfolios into WisdomTree models while minimizing the tax impact of moving clients.

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One year ago, we collaborated with Professor Jeremy Siegel to launch the Siegel-WisdomTree-Model Portfolios, designed to challenge the traditional 60/40 portfolio approach. Joe Tenaglia and Ryan Krystopowicz analyze the Models’ first full year of live performance.

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