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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.
Friday, Sep 22, 2023
11:00 am ET / 10:00 am CT
Save My Seat

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!
Thursday, Oct 12, 2023
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.


September 5, 2023

Monthly Market Wrap: August 2023

September 1, 2023

Empower High-Net-Worth Clients with SMAs and YCharts

August 29, 2023

The Rise of NVIDIA in 5 Charts

August 25, 2023

The Magnificent Seven Stocks: Post-Q2 Earnings Recap

August 22, 2023

The Inverted Yield Curve: What It Means and How to Navigate It

August 15, 2023

Value vs Growth: Current Trends, Top Stocks & ETFs

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.

Talk to one of our experts.

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