WisdomTree Investments, which is more known for its lineup of ETFs, has rolled out the WisdomTree Advisor Solutions platform to provide financial advisors more tools to grow and scale their businesses.
“This is the next step in our journey as an organization to help advisors grow their businesses,” Thomas Skrobe, WisdomTree Head of Client Solutions, told ETF Trends in a call.
WisdomTree Investments, which offers 87 U.S.-listed ETFs with $45.8 billion in assets under management, launched the WisdomTree Advisor Solutions program on Monday. According to WisdomTree, the new program provides investment research and ETF education; portfolio construction services; ETF Model Portfolios; practice management resources, like access to thought leaders in retirement planning, leadership and behavioral finance; and wealth management technology through AdvisorEngine, a customizable end-to-end platform for advisors that offers access to Kredible by AdvisorEngine, an online credibility optimizer.
“The asset management industry is undergoing rapid change, and technology is disrupting the way advisors do business. Advisors face many challenges such as accelerating regulatory reform, evolving client needs and pressure on fees. The WisdomTree Advisor Solutions program is designed to help advisors navigate these challenges while continuing to scale their businesses,” Kurt MacAlpine, WisdomTree Head of Global Distribution, said in a note.