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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


Join Robert Sofia, CEO of Snappy Kraken, and Sean Brown, CEO of YCharts, as they dive into critical insights from YCharts’ 2024 Advisor-Client Communication Survey. Secure your spot to transform your approach to client relationships and learn how to:

  • Adapt to evolving client communication needs in fluctuating markets.
  • Implement proven communication strategies to enhance client loyalty and increase referral rates.
  • Leverage the latest findings from YCharts and Snappy Kraken’s State of Digital report to develop a client-focused strategy that drives substantial AUM growth.
Thursday, Jun 6, 2024
2:00 pm ET / 1:00 pm CT
Save My Seat

The war against inflation is far from over, raising investor concerns about the potential long-term impact on the economy.

Can these higher-than-expected reports be attributed to seasonality?

Or a signal that a longer inflation battle lies ahead…

Secure your spot as Charlie Bilello, Chief Market Strategist at Creative Planning, joins YCharts to help you:

  • Gain a comprehensive review of the year’s first half and a forward look into anticipated trends in inflation, housing, and more, shaping the market.
  • Leverage expert tactics for asset allocation and portfolio diversification to fortify your investment approach in the face of economic headwinds.
  • Harness YCharts’ latest tools and data to make informed decisions, identify emerging opportunities, and confidently navigate the complexities of the current landscape.
Tuesday, Jun 18, 2024
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.

Blog

May 10, 2024

How to Use YCharts to Drive Advisor Interest in Your Alternatives

May 6, 2024

Inflation Surprises in April 2024: How U.S. Treasury Rates Reacted

May 2, 2024

Monthly Market Wrap: April 2024

May 2, 2024

YCharts Monthly Product Update: April 2024

April 24, 2024

A Closer Look at Q1 2024 Fund Flows

April 23, 2024

Economic Update: Reviewing Q1 2024

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.

Talk to one of our experts.

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