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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
Wednesday, Apr 3, 2024
4:30 pm ET / 3:30 pm CT
Save My Seat

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.
Tuesday, Apr 16, 2024
2:00 pm ET / 1:00 pm CT
Save My Seat

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

January 23, 2024

A Look at the Top Charts of 2023

January 9, 2024

YCharts Monthly Product Update: December 2023

January 2, 2024

Monthly Market Wrap: December 2023

December 14, 2023

NEW on YCharts: Portfolio Types & Advanced Features

December 12, 2023

Michael Batnick & Ben Carlson’s Year-End Strategy Session Recap

December 8, 2023

The 10 Best Performing Stocks in the Last 25 Years

Decks & White Papers

Sharable slide decks and in-depth research to help answer the questions your clients are asking

2024 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.

Talk to one of our experts.

Reach out for a personalized demo with a YCharts product specialist.