Who's MAC?
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).
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Brad Shepard
Head of Advisor Innovation
Latest insights from Brad Shepard
What Advisors Should Know About Third-Party Models
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.
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Busting Model Portfolio Myths
Clients view their advisor as the expert in the relationship, and they expect them to leverage technology, resources and third-party expertise to provide them with the best investment options. Our Head of Advisor Innovation, Brad Shepard, explains how bringing models into the conversation as a foundational resource could enhance advisor–client relationships.
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What Clients Really Think About Model Portfolios
Advisors often have misperceptions about how clients perceive model portfolios. At WisdomTree, we wanted to understand why. Our Head of Advisors Innovation, Brad Shepard, debunks some common myths about model portfolio perceptions and adoption using extensive research we have recently conducted on this topic.
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A Critical Piece to Your Advisor Business Puzzle
Kredible is an offering that helps financial advisors build and enhance their online image.
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