In this episode, we’re joined by Nicole Morgan, recently appointed Invest in Other’s first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities.
Topics also discussed:
Nicole’s career journey in nonprofit fundraising.
How Invest in Others highlights and inspires the philanthropic efforts of financial advisors, impacting nearly 500,000 individuals annually through their charitable work.
The foundation’s 2025–2027 strategic plan, aiming to grow resources, provide more grants, celebrate advisors’ contributions, and increase engagement to address community challenges.
Why financial advisors play a key role in guiding clients to maximize their philanthropic impact through tools like donor-advised funds and strategies tied to the anticipated wealth transfer.
WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.
Ryan Krystopowicz is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency
Also discussed:
Ryan Krystopowicz shares his journey from stock picking to joining WisdomTree and his passion for ETFs and model portfolios.
The misconceptions about stock picking, emphasizing the inefficiency for advisors compared to using model-based approaches.
Ryan highlights research showing that clients value expertise and often prefer advisors who leverage third-party models.
WisdomTree’s Portfolio Solutions platform, featuring portfolio consultations, CIO-managed models, and custom models for advisors.
Insights from portfolio evaluations, including issues with overconcentration and inefficiencies in equity and fixed-income allocations.
The benefits of using models for time savings, client satisfaction, and retention are emphasized, supported by research on advisor practices and client preferences.
Investors and their advisors should carefully consider the investment objectives, risks, charges and expenses of the funds included in any Model Portfolio carefully before investing. This and other information can be obtained in the Fund’s prospectus or, if available, the summary prospectus by visiting wisdomtree.com/investments for WisdomTree Funds. Visit the applicable third-party website for non-WisdomTree funds. Please read the prospectus or, if available, the summary prospectus carefully before you invest. WisdomTree Asset Management, Inc. does not endorse and is not responsible or liable for any content or other materials made available by other ETF sponsors.
There are risks associated with investing, including possible loss of principal.
For Retail Investors: WisdomTree’s Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree’s Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment adviser, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.
For Financial Advisors: WisdomTree Model Portfolio Information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree Model Portfolios and any related content are intended for informational use only and are not intended to provide investment or financial planning advice by WisdomTree. WisdomTree Model Portfolio information should not be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio.
Neither WisdomTree, Inc., nor its affiliates, nor Foreside Fund Services, LLC, nor its affiliates provide tax advice. All references to tax matters or information provided in this material are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.
References to CIO (Chief Investment Officer), “CIO-Managed”, “Shared CIO” are meant as general references to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios, and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only be financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.
WisdomTree Funds are distributed by Foreside Fund Services, LLC
Mayank Goradia is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses.
This episode covers the evolving role of portfolio construction and how Fidelity supports advisors with innovative and traditional products to meet their PC needs.
Topics also discussed:
Mayank shares his journey from accounting and finance to his current role at Fidelity, where he works on portfolio construction and supports advisors.
How Fidelity aids advisors with three main aspects: portfolio construction principles, institutional-quality tools, and consulting for personalized investment strategies.
Rising industry challenges, like geopolitical tensions and shifting market cycles, which have made portfolio construction more essential for advisors.
Mayank outlines Fidelity’s advisor personas (outsourcers, engineers, and customizers) and the tailored tools Fidelity offers, such as model portfolios, ETF options, and custom models to meet their specific needs.
Recent trends, including a shift to equities, increased alternative assets, and the growing use of ETFs, as well as the benefits of Fidelity’s tools for benchmarking, personalization, and consistent alignment with clients’ goals.
Fidelity Investments is an independent company, unaffiliated with Advisorpedia.
Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.
