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Access webinars, blogs, white papers, slide decks & how-to videos to elevate your game and share with clients.

Upcoming Webinars

The YCharts Institutional team will review:

  • The mutual fund & ETF categories that garnered the most investor assets, and which fell out of favor
  • How fund flow data and results seen in February 2023 can inform and augment your sales approach going forward
  • The YCharts Fund Flow Reports and how distribution teams use them to build sales strategies
Wednesday, Mar 22, 2023
12:00 pm ET / 11:00 am CT
Save My Seat

Michael Batnick and Ben Carlson from Ritholtz Wealth Management, and hosts of the Animal Spirits podcast, join YCharts to discuss:

  • Their analysis of prevailing market conditions as we head into Q2 2023
  • Top trends to keep in mind when looking for new investment opportunities
  • How YCharts helps them (and you!) dynamically derive insights to help make better investment decisions
Thursday, Mar 23, 2023
2:30 pm ET / 1:30 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.


March 2, 2023

Can the S&P 500’s CAPE Ratio Predict a Market Crash?

March 2, 2023

Monthly Market Wrap: February 2023

February 22, 2023

Your Complete Guide to Sector Rotation

February 14, 2023

ICYMI: Brian Portnoy Decodes the Psychology of Client Wealth

February 14, 2023

New on YCharts: Report Builder

February 7, 2023

Are Virtual Meetings Here to Stay? See What Advisors’ Clients Said

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.

Quarterly Economic Summary Deck

In search of resources for understanding market and economic trends, and communicating about them with clients? Get the popular YCharts Economic Update, a client-friendly powerpoint deck that breaks down economic trends.

Monthly Market Wrap Slide Deck

Stay informed on the most important trends for advisors and their clients every month.

Talk to one of our experts.

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