Resources

Join Josh Brown, CEO of Ritholtz Wealth Management, and Sean Brown, CEO of YCharts, for an in-depth discussion on the trends reshaping client portfolios in 2025. Together, they’ll explore key topics like the rise of AI-driven investing, the expanding role of direct indexing, and the potential impact of cryptocurrency on portfolios.

In a dynamic and engaging discussion, they will blend data-driven insights with their perspectives, offering advisors a chance to refine their approach, strengthen advisor-client relationships, and position strategies for success in the year ahead.

Join FSI and YCharts as we deep dive into the advanced tools top advisors leverage to enhance long-term client trust, retention, and sustainable firm growth. Here’s what we’ll cover:

• The impact of transforming complex data into clear, engaging talking points that resonate with clients and ensure heightened satisfaction and portfolio alignment.
• Boosting AUM growth through data-driven storytelling and easy-to-understand visuals that drive better client outcomes and fuel firm growth.
• YCharts’ features and tools that proactively address common client questions and concerns to help advisors build trust and deepen client relationships.