Is It Time to Back Away from Big Tech?
Gaining Perspective
Exploring the Growth and Adaptability of Model Portfolios Among Advisors
This chapter explores the surge in popularity of model portfolios among advisors, centering on Wisdom Tree's range of model portfolios. It highlights the significant increase in advisor usage, with 2,000 advisors currently employing their models, and outlines the dual approach of their program - catering to major wire firms and the RIA community, providing customization choices for advisors.
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