Resources
Access webinars, blogs, white papers, slide decks, how-to videos & other tailored financial advisor resources to elevate your game and share with clients.
Upcoming Webinars
In this session, Michael Kitces joins us to discuss:
- Financial advisory firm KPIs owners can use to understand the financial health indicators of a business, including what is a “normal” profit margin and overhead expense ratio
- When an advisory firm should (or shouldn’t) expect to scale its EBOC
- How to use revenue per advisor metrics to assess productivity and capacity planning
- How to leverage revenue per employee as a key indicator of when to hire to grow sustainably
Join Cathie Wood, founder and CEO of ARK Invest, alongside Sean Brown, CEO of YCharts, for a disruptive innovation webinar to assess key trends shaping the market, helping you:
- Discover the latest trends and advancements propelling the AI, EV, and autonomous delivery sectors forward.
- Gain invaluable insights into investment strategies and untapped opportunities within these transformative industries, plus performance insights into the top funds of Cathie Wood’s ARK on the YCharts platform.
- Learn how YCharts’ latest research equips advisors and asset managers with essential resources to analyze, monitor, and capitalize on competitive investment strategies.
YCharts University
Every week we review a handful of powerful workflows to help you get the most from YCharts!
Monthly Skill Sessions
Each month our team reviews top use cases & best practices for one tool on the YCharts platform.
Blog
Decks & White Papers
Sharable slide decks and in-depth research to help answer the questions your clients are asking2024 Advisor – Client Communication Survey
Involving nearly 800 clients of financial advisors, this survey uncovers what & how clients want to hear from their advisors and provides communication best practices that advisors can implement to achieve higher retention rates.
The Best Performing ETFs of 2023
Compare top Equity and Fixed Income ETF strategies with customizable screens, tables, and charts.
The Top 10 Visuals for Clients and Prospects
This free deck is filled with insightful visuals that illustrate key investing concepts for clients and prospects, arming advisors with another resource for AUM growth and retention.
View Past Webinars and Product Demos on our YouTube Channel
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