INSIGHTS & STRATEGIES

WisdomTree Blog

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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One benefit of model portfolios for advisors is being able to offer clients the potential to generate various flavors of alpha. Ryan Krystopowicz highlights the five flavors of alpha that advisors can find in our Model Portfolios.

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We believe investing in disruptive markets is a long-term trend that is here to stay. Ryan Krystopowicz and Kara Marciscano provide investors will the toolkit they need to position their portfolios toward innovative and disruptive markets.

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Some portion of advisors, and small, independent advisors specifically, will likely fall victim to the COVID-19 disruption. Ryan Krystopowicz discusses the tools advisors need to rethink their business model to help combat the impact of the pandemic and survive in the long term.
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