WisdomTree & 55ip: The Quest to Create Tax-Efficient Model Portfolios
WisdomTree & 55ip: The Quest to Create Tax-Efficient Model Portfolios February 8, 2021 Model portfolio strategies can help savvy financial advisors navigate tumultuous market conditions, leaving them with more time to engage with clients and better-manage their businesses. WisdomTree offers one of the industry’s most expansive lineups of model portfolios, which include WisdomTree ETFs and products from other issuers. Often, capital gains issues prevent clients from accessing more compelling strategies, including model portfolios, but WisdomTree is partnering with 55ip to solve that riddle...
Source: etftrends.com