Knowledge Center

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

  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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  Wilshire Funds Management Launches a Website For Independent Investment Advisors

SANTA MONICA, CA, DECEMBER 12, 2012—Building on its initiative to bring institutional expertise to financial advisors and their clients, Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated (Wilshire®), a diversified global financial services firm, recently launched Advisor.Wilshire.com, a website that gives independent investment advisors access to Wilshire Managed Portfolios and Wilshire Mutual Funds, a series of turnkey, outcome-oriented investment solutions.

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  Wilshire Trust Universe Comparison Service© Shows Falling Equity Returns Drag Down Performance of Institutional Plans in Q2 2012

SANTA MONICA, CA, AUGUST 6, 2012—Despite a rising bond market, falling equity returns—especially international equity—proved to be a drag on the performance of all institutional plan types, according to the Wilshire Trust Universe Comparison Service® (Wilshire TUCS®), a cooperative effort between Wilshire Analytics, the investment technology unit of Wilshire Associates Incorporated (Wilshire®), and custodial organizations.

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Recent Articles
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Semi Annual Market Update Webinar

  Our July 24 webinar replay is now available