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:
Founder, CEO
Head of RIA and Product Solutions
Head of RIA Portfolio Solutions Distribution/Specialists, Client Solutions
April 7, 2026 | 1:00pm ET
Accepted for 1 CFP / IWI / CFA CE Credit