Ryan Krystopowicz, CFA
Director of Client Solutions
Ryan Krystopowicz joined WisdomTree in March 2016 and serves as a Product Specialist, ETF Model Portfolios. He is a leading voice in the content and commercialization of WisdomTree’s Model Portfolio Research Study & Model Adoption Center. Ryan also contributes to the commercial success of WisdomTree’s Model Portfolio offerings by supporting Distribution and the management of host platforms. His passion for third-party model portfolios and investment outsourcing was cultivated during his tenure at a Registered Investment Advisor where he took on a variety of roles within research and operations. Ryan received a degree from Loyola University of Maryland and is a CFA charterholder.
Latest Insights From Ryan Krystopowicz
In the first two parts of this series, we shared some broad wealth management industry trends and then offered our suggestions on how to deliver the “3 Ps” of success—Platform, Process and People. In this final part, Scott Welch and Ryan Krystopowicz try to bring it all together by offering thoughts on “framing the wealth management experience” and make an argument for the role of outsourcing.
Read the article
In part one of our series Wealth Management Is Now a “Design” Industry, we focused on broad industry trends and shared our thoughts on how to deliver a successful wealth management “Platform.” In this second part, Scott Welch and Ryan Krystopowicz dive into delivering and developing the other two “Ps”—Process and People.
Read the article
In this three-part blog series, we will look at the evolution taking place in the wealth management industry and present our thoughts on how to succeed in the face of this evolution. In this first part, Scott Welch and Ryan Krystopowicz focus on broader industry trends and then begin the discussion of how to differentiate an advisor’s practice.
Read the article
We recently had the opportunity to sit down with Doug Fritz, Co-founder and CEO of F2 Strategy, to discuss their 2023 WealthTech Outlook Report. Ryan Krystopowicz provides some highlights from their discussion, including how advisors can find opportunity in wealth management technology trends.
Read the article
In 2019, we conducted a significant study on the perceptions and applications of third-party model portfolios. Later, we conducted the study again after the COVID-19 pandemic. Ryan Krystopowicz reviews how investors' perceptions on third-party model portfolios have changed since the COVID-19 pandemic and how advisors can apply these insights.
Read the article
Many advisors harbor concerns over the ability to utilize third-party model portfolios in their practice. Ryan Krystopowicz outlines how advisors can identify good candidates and implement model portfolios while potentially increasing their credibility.
Read the article
Wealth Management is Now A "Design" Industry
Trends driving the high-net-worth marketplace today focus on commoditization and true differentiation. In this paper, we summarize what we believe it takes to be competitive and deliver an appropriate wealth management experience.
Read more
Four Habits of Highly Successful Advisors
We outline different habits advisors can employ when addressing the sophisticated demands of high net worth (HNW) advisors.
Read more
