Access webinars, blogs, white papers, slide decks, how-to videos & other tailored financial advisor resources to elevate your game and share with clients.
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!
Monthly Market Wrap: August 2023
Empower High-Net-Worth Clients with SMAs and YCharts
The Rise of NVIDIA in 5 Charts
The Magnificent Seven Stocks: Post-Q2 Earnings Recap
The Inverted Yield Curve: What It Means and How to Navigate It
Value vs Growth: Current Trends, Top Stocks & ETFs
Decks & White PapersSharable slide decks and in-depth research to help answer the questions your clients are asking
The Top 10 Visuals for Clients and Prospects
Managing Rising Rate Environments
Monthly Market Wrap Slide Deck
Talk to one of our experts.
Reach out for a personalized demo with a YCharts product specialist.