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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


In this session, Michael Kitces joins us to discuss:

  • What financial advisors are actually doing to successfully market themselves, the typical cost to acquire new clients and how it varies by marketing channel
  • Why some marketing strategies are significantly more scalable than others
  • The best approach to determine the right budget for marketing expenses for your firm
Thursday, Feb 22, 2024
4:30 pm ET / 3:30 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.

Blog

January 23, 2024

A Look at the Top Charts of 2023

January 9, 2024

YCharts Monthly Product Update: December 2023

January 2, 2024

Monthly Market Wrap: December 2023

December 14, 2023

NEW on YCharts: Portfolio Types & Advanced Features

December 12, 2023

Michael Batnick & Ben Carlson’s Year-End Strategy Session Recap

December 8, 2023

The 10 Best Performing Stocks in the Last 25 Years

Decks & White Papers

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

The Top 23 Charts of 2023

We’ve compiled visuals of the top market & economic storylines from 2023, plus written commentary for each. This handy slide deck also features visuals created by industry thought-leaders.

The Best Performing ETFs of 2023

Compare top Equity and Fixed Income ETF strategies with customizable screens, tables, and charts.

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.

Talk to one of our experts.

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