INSIGHTS & STRATEGIES

WisdomTree Blog

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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Many advisors that use model portfolios in their practice choose to use their own, which can lead to challenges.  Our Head of Advisor Innovation, Brad Shepard, explains the main advantages that advisors experience when using third-party models with their clients.

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As we enter a new market regime characterized by increased volatility, advisors are seeking to improve risk factor diversification in their clients’ portfolios through lowering portfolio volatility. Scott Welch explains how our multifactor models can help achieve a similar outcome to allocating to “low vol” stocks but with the potential of more attractive valuations.

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Advisors often have misperceptions about how clients perceive model portfolios. At WisdomTree, we wanted to understand why. Our Head of Advisors Innovation, Brad Shepard, debunks some common myths about model portfolio perceptions and adoption using extensive research we have recently conducted on this topic.
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The old and well-known market regime is ending, and we believe we are entering into a new regime marked by increased long-term volatility. Scott Welch provides a potential solution for advisors seeking to incorporate less-traditional or lower-correlation strategies into their portfolios in this new market environment.
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Investors are reeling from the sell-off in global markets. But here’s the bigger risk right now for investors: that those losses will lead them to act in a way that may result in even bigger losses. Shlomo Benartzi outlines a way for advisors to help determine which of their clients are likely to buy high and sell low during a market panic and help them manage their investments with a long-term outcome in mind.

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