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

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Coming Early 2025

Join us for an exclusive conversation with Michael Kitces, a leading voice in financial planning and wealth management. Kitces will explore the latest trends, strategies, and best practices shaping the industry in 2025. Whether you’re looking to enhance your practice or stay ahead of evolving client needs, this session will deliver actionable insights you won’t want to miss. Stay tuned—details coming soon!

YCharts University

Every week we review a handful of powerful workflows to help you get the most from YCharts!

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Blog

December 3, 2024

Monthly Market Wrap: November 2024

November 25, 2024

These 5 Equity Income ETFs are Winning Assets in 2024

November 21, 2024

Your End-of-Year Guide to Tax-Efficient Portfolio Planning

November 5, 2024

YCharts Monthly Product Update

November 1, 2024

A Closer Look at Fund Flows: Key Trends in Active ETFs and ETF Launches

October 31, 2024

The 10 Best Performing Growth ETFs in the Last 10 Years

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Decks & White Papers

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

How Do Presidential Elections Impact the Market?

The Financial Advisor’s guide to answering election questions, with downloadable visuals.

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 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.

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