Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  Back to Basics: Exchange Traded Funds

ETFs (exchange traded funds) have rapidly grown in popularity since State Street first launched the SPDR in 1993. As a financial advisor, you have likely received inquiries from your clients about ETFs. Questions like “What are they?” or “Should I add them to my portfolio?” are becoming increasingly common. Let’s go back to basics and review exactly what ETFs are, key considerations to weigh before investing in ETFs, and finally, options for implementing ETFs in your client portfolios.

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  Wilshire Total Allocation Portfolios Video Presentation

The Wilshire Total Allocation Portfolios take alternative investing to the next logical step—creating six risk-based strategic models that combine long only asset classes (stocks and bonds) with alternatives. The Wilshire Total Allocation Portfolios give financial advisors the tools necessary to confidently invest client assets in alternatives while maintaining the client’s established asset allocation strategy.

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  Thinking About Retirement? Best Practices for Adding Value to Your Practice Today (pdf)

What is your practice worth? Not what you think it’s worth, but what someone would actually pay for it. Chances are you weren’t handed a flourishing book of business from a family member or an in-law. Most likely you’ve spent years building your book of business, growing clients’ assets, and creating a successful practice for you and your family.

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Recent Articles
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Recent Articles
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Replay Now Available!

2017 Third Quarter Market Update
  • Presented by: Josh Emanuel, CIO, Wilshire Funds Management
  • Date: Wed., Oct. 18, 2017