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YCharts in the News

January 27, 2023

Are Advisors Communicating Enough with Their Clients?

In our recent survey, How Can Advisors Better Communicate with Clients?, we examine how advisor-client relationships have changed since Covid-19. In particular, we asked 670+ clients if their advisors are communicating with them enough.

January 25, 2023

Michael Kitces on how financial advisors can spend more time giving actual advice

Michael Kitces explains the “experience-expertise gap” during a webinar presented by YCharts on Thursday, Jan. 19.

January 25, 2023

How Many Clients Switched Advisors Since 2020?

In our new survey How Can Advisors Better Communicate with Clients? we polled 670 individuals who currently work with a financial advisor to learn what has changed about those relationships since Covid-19, and outline actionable steps advisors can take to improve communication.

January 19, 2023

Clients ditch advisors who are bad communicators. Here’s what to do

Read to leverage insights from a YCharts survey on how many clients are switching advisors and why, along with findings on how advisors can communicate effectively with their customers.

January 18, 2023

Email Beats Newsletter For Client Communication, Survey Finds

Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients will turn to social media or other news sources to answer their questions and make decisions about their finances.

January 18, 2023

YCharts: With An Eye On Fees And Returns, More Clients Are Looking For a New Advisor

As portfolio performance becomes the top concern among clients, one in four have either thought about switching, or switched, financial advisors in the last three years, a YCharts survey found.

January 13, 2023

13 Essential Financial Steps Millennials Need To Take Within Five Years

YCharts CEO, Sean Brown, and 12 other Forbes Finance Council members share some financial “checkboxes” every Millennial should tick off within the next five years. Click to read the full article!

January 9, 2023

What Do Advisors Want to Talk About with Wholesalers?

To better understand the evolving dynamic between advisors and wholesalers, YCharts surveyed both groups to identify: How can wholesalers make the biggest impact on an advisor’s day-to-day? Do wholesalers actually provide value the way advisors expect? And what does the ideal wholesaler-advisor relationship look like?

January 3, 2023

Wealth Management’s 2023 Market Outlook

Wealth Management recently released its 2023 Digital Market Outlook featuring YCharts’ “Is It Easy Being Green? How ESG-Focused Funds Impact Client Portfolios” white paper. Click to learn more and download a copy of the white paper analysis!

December 14, 2022

Hired’s 2022 List of Top Employers Winning Tech Talent

We applied values of Equity, Efficiency, and Transparency to traditional recruiting and hiring metrics and crunched the data to determine Hired’s Top Tech Employers of 2022. See the full list here!

December 12, 2022

YCharts’ Latest “What Do Advisors Look For In Their Wholesalers?” White Paper

YCharts recently published a fantastic report that details the advisor-wholesaler relationship. Listen to hear from Dan Sullivan as he highlights a few key survey results, and offers an opinion on how these data points might impact distribution professionals.

December 8, 2022

Survey Findings: What Do Advisors Look For In Wholesalers?

Our friends at YCharts have released a new white paper, “What Do Advisors Look For In Wholesalers?” See how their findings show drastically different results compared to similar surveys done over the past five years.

November 29, 2022

12 Finance Experts’ Tips For Investors Facing A Potential M&A Deal

Sean Brown and 11 other members of the Forbes Finance Council offer their best advice for investors who own stocks involved in major M&A deals. See what they have to say about helping clients navigate their portfolios during situations like this.

November 16, 2022

ESG marketing or ESG rating: Which matters more for funds?

As investors and advisors in the investment fund space grow increasingly wary of greenwashing risks and exaggerated ESG claims, it’s no secret there’s a gap between ESG marketing and ESG ratings. Check out this recent study by YCharts titled “Is It Easy Being Green?” discussing all things ESG-marketing Funds.

October 17, 2022

YCharts Named “Best Value” Winner in the 2022 Carson Excell Advisor Tech Awards

The “Best Value” award highlights not only the price, but the software enabling advisors to gain the most time back, allowing them to provide their services more efficiently and the best impression the company leaves on a client. See why firms nominated YCharts!

October 6, 2022

5 Reasons Advisors Need a Well-Conceived, Systematic Communications Strategy

In a sea of sameness, advisors can lose sight of what’s important in advisory relationships: good communication. This study by YCharts answers one critical question: How important is regular communications to clients?

September 13, 2022

Is there a ‘silver bullet’ indicator for broad market decline?

To help advisors and investors address current market challenges, YCharts analyzed data on several leading indicators, including a mix of discrete-value and relative-value indicators, going back several decades.

August 22, 2022

13 Expert Tips For Establishing A Smooth And Seamless Annual Budgeting Process

Members of the Forbes Finance Council provide insights on how you can smooth and shorten your annual budget process without compromising results.

August 19, 2022

Here are the finalists for Chicago’s Best Places to Work in 2022

This year, Crain’s Chicago Business surveyed employees about their workplaces. These are the top 100 companies that made the first cut.

August 16, 2022

Meet the Companies Winning in a Time of Change And Achieving Spectacular Growth

Delve into Inc.’s 5000 Fastest Growing Companies list of 2022, and prepare to be wowed by American ingenuity and resilience.

August 3, 2022

15 Essential Financial Goals Every Business Should Achieve In Its First Year

Launching a new business is a difficult venture, and many don’t succeed. Read insights from 15 Forbes Finance Council members to understand essential financial tasks and milestones a business should accomplish in its first year, and why they’re so important.

August 2, 2022

Four Ways To Communicate With Clients Amid Market Volatility

Communication can be so critical when it comes to engaging and retaining clients—and yet it can be so easily overlooked. Let’s explore some steps one can take to increase effective communication and boost client confidence in their financial plans.

July 29, 2022

15 Finance Experts Share Smart Strategies For Aspiring Full-Time Freelancers

To help the growing freelance workforce, below 15 members of Forbes Finance Council share their top financial tips for those looking to make a full-time living in the gig economy.

July 26, 2022

96 Leaders in Sales and Marketing Technology in 2022

The Sammys Awards recognizes the technologies and organizations helping to solve the challenges companies have connecting and collaborating with prospects and customers. Check out the winners here!

July 22, 2022

Best Bloomberg Terminal Alternatives

We reviewed a number of terminal alternatives based on price, data quality, data visualization, usability, and customer reviews. Check out this list to help determine if a lower-cost terminal alternative can do the job!