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.
As we begin the second quarter of 2021, investors continue to seek guidance from their advisors on how to position their portfolios in the post-pandemic market. WisdomTree’s Model Portfolio Investment Committee outlines their asset allocation views against the backdrop of the current market environment.
Our Head of Advisor Innovation, Brad Shepard, reveals the results of our 6000+ investor interviews — from their glowing view of model portfolios to our extensive new Model Adoption Center (MAC).
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.
Coming out of a recession, value, small-cap and emerging market stocks historically have outperformed. Scott Welch takes a quick look at how that “cyclical rotation” trade has played out over time.
With rates and credit spreads where they are, generating income from a traditional fixed income allocation could be a challenge. Scott Welch explains how our Model Portfolios are well positioned to capture a quality and income theme in 2021.
