View all WisdomTree insights in the Advisor Solutions Series category.
Separately managed accounts (SMAs) can give advisors greater flexibility to address taxes, concentrated positions and existing holdings while maintaining a broader portfolio strategy. Ryan Krystopowicz and Lauren Pfendt explore how direct ownership and portfolio-level analysis can help advisors evaluate where SMAs may fit for clients.
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Advisors outsourcing at least 20% of their assets reported saving 9.1 hours per week, nearly 12 standard workweeks annually. Ryan Krystopowicz examines how advisors can turn that reclaimed capacity into greater value for clients and their practices.
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Taxes can be one of the biggest obstacles to implementing a better investment strategy. Kara Dombroski explores how tax-aware portfolio transitions can help advisors improve portfolio alignment, manage risk and enhance after-tax outcomes while strengthening client relationships.
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Model portfolios have become core infrastructure for advisors, but 42% still cite a lack of customization as a barrier to broader adoption. Ryan Krystopowicz explains why the next phase of model adoption is about combining scale with personalization, tax awareness and differentiated client value.
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Model portfolios promise scalability, but real-world implementation often breaks under tax constraints, cash flows and customization demands. Ryan Krystopowicz explains how combining WisdomTree models with Quorus’s tax-aware trading and rebalancing engine can turn that promise into a scalable, operational reality.
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Taxes can quietly erode long-term returns—yet systematic tax-loss harvesting may add 1–2% in annual “tax alpha” in certain environments. Ryan Krystopowicz and Kara Dombroski explain why more advisors are turning to separately managed accounts (SMAs) to capture tax opportunities and improve after-tax portfolio outcomes.
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There's a simple reality I see in conversations with financial advisors across the country: the advisory business is becoming a capacity game. Demand for advice is rising faster than advisor...
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From IMPACT®2025, three transformative trends emerged for RIAs: AI adoption, strategic M&A and after-tax optimization. Chris Murray discusses how these developments are reshaping advisory practices and how WisdomTree is helping advisors stay ahead.
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As 2026 approaches, digital maturity is no longer optional for advisors. Kara Dombroski and Ryan Krystopowicz share how top firms are using tech and AI to drive scalable, client-centric growth.
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A website without a clear call to action is like a storefront with no “open” sign. Ryan Krystopowicz outlines the digital missteps that cause advisors to lose potential clients before they even know they were considered.
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As geopolitical tensions escalate and governments ramp up defense spending, defense ETFs are becoming a core portfolio allocation rather than a niche theme. Lauren Pfendt explores how advisors can integrate WisdomTree’s defense suite into equity models to capture both resilience and long-term growth potential.
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April’s “Liberation Day” shook markets and reminded advisors that tax-loss harvesting can’t wait for December. Kara Dombroski and Ryan Krystopowicz explain how embedding tax management into your year-round process with Adhesion and WisdomTree can unlock real tax alpha.
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