Head of Business Management and Strategy, Portfolio Solutions
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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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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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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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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Clients today expect greater personalization in their investment portfolios—but delivering customized solutions across multiple accounts can be a challenge. Kara Dombroski introduces our Custom Model Portfolio Builder, a tool that blends CIO-Managed Models with advisor-led customization, helping advisors scale their practice while meeting clients’ unique needs.
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Organic growth isn’t easy. Whether prospecting, chasing referrals or standing out, success takes strategy. That’s why Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable insights on driving growth, leveraging technology and avoiding pitfalls. Ryan Krystopowicz and Kara Dombroski recap key takeaways from the call.
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