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
Nick Maggiulli, Chief Operating Officer at Ritholtz Wealth Management, joins YCharts to cover:
- The art of crafting compelling proposals and investment narratives that directly address client pain points.
- How to turn any metric into a powerful talking point via custom commentaries that engages clients and meets compliance requirements.
- Actionable tips for effectively communicating the impact of different investment strategies to boost client engagement and achieve their financial goals.
In this webinar, VRGL joins YCharts to review:
- How our seamless integration can help accelerate your growth and improve your client experience
- Popular workflows for building and analyzing portfolios in both YCharts and VRGL
- Tools and features to elevate your proposal generation, client communication, and more!
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 asking
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.
Managing Rising Rate Environments
We looked at how 10 distinct portfolio allocations and 11 individual asset classes performed in the last four Fed rate hike cycles, including 2022-2023, to see what performs best in rising rate environments.
Monthly Market Wrap Slide Deck
Stay informed on the most important trends for advisors and their clients every month.
View Past Webinars and Product Demos on our YouTube Channel
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Reach out for a personalized demo with a YCharts product specialist.
