Resources
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
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
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
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.
View Past Webinars and Product Demos on our YouTube Channel
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