New clients frequently arrive with portfolios that have been built over many years, often across multiple market cycles and advisory relationships. While these portfolios may have generated strong returns, they can also contain concentrated positions, legacy holdings or allocations that no longer align with the client's objectives.

In practice, many advisors use SMAs alongside ETFs, not instead of them—combining the scalability of ETFs with the customization and tax management SMAs can provide.

Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.

Join the thought leaders at WisdomTree for an overview of their Portfolio Solutions platform and how advisors leverage WisdomTree’s investment expertise.