INSIGHTS & STRATEGIES

WisdomTree Blog

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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Ryan Krystopowicz dives deep into ETF model portfolio investing and identifies due diligence best practices for advisors ready to start using model portfolios in their business.

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Model portfolios can help advisors save time that could be dedicated to their clients. So, why aren’t more advisors adopting ETF model portfolios in their practice? Ryan Krystopowicz debunks five myths about a model portfolio approach.

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For financial advisors there often aren’t enough hours in a day. Ryan Krystopowicz illustrates how streamlining client portfolios and outsourcing some, or all, of the portfolio construction to outside asset management firms could help give an advisor some hours of their day back.

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Today’s retirees are living longer and, in many cases, working longer. This can have a profound impact on the work that financial advisors do with their clients to help them prepare for and manage their retirement. 
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Many professionals in the world of finance struggle to achieve the full potential of their organizations, teams or even themselves as individuals. Carl Petty discusses the challenges financial advisors and their leaders experience when it comes to human dynamics.

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