Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
WisdomTree has grown from $30 billion to nearly $85 billion in U.S. assets by focusing on advisor-driven solutions rather than just launching products. The firm’s patient innovation approach includes floating-rate funds that became billion-dollar winners, gold strategies ranking #1 in Morningstar categories, and pioneering tokenization technology. Head of Distribution Joe Grogan explains how WisdomTree delivers comprehensive solutions that prioritize after-fee performance over low fees alone.
Stock prices, expectations, and uncertainty are all high heading into the fall. September is historically a rough month on Wall Street.