INSIGHTS & STRATEGIES

WisdomTree Blog

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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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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