WisdomTree Webcast Series

April 7, 2026 | 1:00pm ET | 1 CE Credit

Scaling Personalization: Tax-Aware SMA Strategies and No-Fee Model Trading

Customization and tax efficiency are becoming competitive advantages, not optional features. WisdomTree and Quorus have partnered to help advisors deliver both, combining tax-aware SMA strategies with no-fee trading and rebalancing for WisdomTree model portfolios.

This session will show how advisors can expand into SMAs without adding operational burden, streamline portfolio management and improve after-tax outcomes.

Topics to be discussed:

How tax-aware SMA strategies unlock personalization and after-tax precision.
How no-fee trading and rebalancing enhances the economics of model portfolio implementation.
How WisdomTree and Quorus align portfolio construction, tax overlay, and discretionary execution.
How to position SMA strategies and custom model portfolios within a growth-oriented advisory practice.

Speakers

John Hill

Founder, CEO

Quorus

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Tom Skrobe

Head of RIA and Product Solutions

WisdomTree Asset Management

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Ryan Krystopowicz

Head of RIA Portfolio Solutions Distribution/Specialists, Client Solutions

WisdomTree Asset Management

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Scaling Personalization: Tax-Aware SMA Strategies and No-Fee Model Trading
(April 7, 2026 | 1:00pm ET)

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