INSIGHTS & STRATEGIES

WisdomTree Blog

It can be challenging for advisors to keep up with global markets and their client’s portfolios, especially during the recent periods of high volatility. Ryan Krystopowicz explains how model portfolio adoption can help advisors best serve their clients during this tough market environment.

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More and more financial advisors and RIAs are adopting outsourced asset allocation model portfolios in their practices as they seek to deliver an institutional-quality investment solution in a cost- and operationally efficient manner. Scott Welch explains how our Modern Alpha® approach to model portfolio construction helps provide the outperformance potential of active investing with the benefits of passive.

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With interest rates likely staying lower for a while and long-term aging trends changing, we believe a 60/40 portfolio is no longer going to get the job done for many investors. Scott Welch talks about our recent collaboration with Professor Jeremy Siegel to develop two Siegel-WisdomTree model portfolios to help investors adjust to the new investing environment.
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The holidays are rolling in, and e-mail stockings are getting stuffed with year-end 2020 market predictions. Ryan Krystopowicz makes the case for how advisors can utilize the model portfolios published by asset managers and strategists as an additional source of 2020 asset allocation views.

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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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For our Advisor Insights blog series, we have asked guest bloggers from established financial advisory firms to provide their views on a range of topics. TruAdvice is a growing investment advisory firm dedicated to helping advisors gain the support they need to build and run successful businesses. We asked Chris Sleight, TruAdvice founder and successful wealth manager, to participate in a Q&A around trends in the industry.
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