YCharts in the News.
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YCharts is a game changer. With just a few clicks, I’m able to stay ahead of market movements and quickly produce visuals that tell compelling stories.”
Charlie Bilello, Chief Market Strategist of Creative Planning
Working with YCharts is a huge benefit to my team of writers. Each output is a powerful visual that easily brings our analyses to life.”
Caleb Silver, Editor-in-Chief of Investopedia
YCharts has been an amazing partner for years. Their software is easy to use, with a high-touch approach to ensure our success in market and portfolio analysis.”
Josh Brown, CEO of Ritholtz Wealth Management
YCharts in the News
March 20, 2023
How advisors can achieve growth in difficult markets
Some advisors experience organic growth even amid challenging markets, realizing that a downturn is a great time to sow seeds for future growth. But how can you achieve growth in difficult markets? Let’s break that process down into three parts.
February 28, 2023
Meet the 203 Companies Making an Outsized Impact in the Midwest
Here are Inc. Regional’s fastest-growing companies in the Midwest of 2023.
February 22, 2023
Communicate With Clients Or Lose Them
YCharts survey on client communication reveals high client attrition rates since 2020 and that clients want and benefit from frequent communication.
February 9, 2023
Two New Studies Show Impact of Better Client Communication on Financial Advisor Growth
This post highlights four key takeaways from the Impact of Advisor Communication studies published by YCharts and Smart Assets in December 2022.
February 3, 2023
FAs May Need to Rethink Communications Post-Pandemic: Report
About half of clients surveyed by YCharts said they would prefer changes to their advisors’ communications practices.
February 2, 2023
When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account. Consider what the research firm YCharts says.
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!
July 18, 2022
Top 10 Wealth Management Tech Solutions Providers of 2022
These Wealth Management Companies have shown to have the best solutions and services to augment, enhance, and optimize their financial management services. Check out the list!
June 24, 2022
First Quarter 2022 Edition of the MMI Journal of Investment Advisory Solutions
MMI kicks off its 25th-anniversary celebration with the newest edition of the MMI Journal of Investment Advisory Solutions. Take a look at the topics in this issue!
June 16, 2022
YCharts’ NEW Model Portfolio Holdings Integration with Schwab Advisor Center®
YCharts’ latest integration allows users to import data from Schwab Advisor Center into YCharts, ensuring seamless portfolio construction and analysis!
June 7, 2022
American Banker’s 2022 Best Places to Work in Fintech List
These leaders in financial services have learned a thing or two about creating an open and welcoming workplace.
May 19, 2022
Top Fintech Startups in the Midwest for 2022
The Midwest is rapidly becoming home to some of the best fintech startups in the country.
May 13, 2022
Inc’s Best Workplaces 2022 List
These 475 employers have cracked the code for excellent company culture. Here’s how they do it!
March 29, 2022
16 Challenges Financial Advisors And Firms Will Be Facing In 2022
Members of Forbes Finance Council discuss the challenges they believe many financial advisors and advisory firms will be dealing with over the next 12 months, and why.
March 15, 2022
Inc. Regionals Midwest 2022 List
Meet the 144 economic all-stars of the Midwest!
March 10, 2022
Business Intelligence Group’s 2022 Best Places to Work Award Winners
The Business Intelligence Group honors these companies for doing all they can to improve performance while maintaining a fun and engaging work environment.
February 28, 2022
Can ESG ETFs help portfolios during climate disasters?
YCharts discusses with WealthProfessional our latest research piece which discovers how thematic ETFs could have impacted balanced portfolios’ performance during recent calamities.
February 17, 2022
‘Will it hedge?’: Study stress-tests ETFs’ inflation-protection abilities
Connor Kitko, Director of Product Marketing, discusses with WP YCharts’ latest research piece which stress-tests ETFs’ inflation-protection abilities.
February 8, 2022
14 Pro Tips For Effectively Leveraging Social Media As a Financial Advisor
Members of Forbes Finance Council share tips to help financial advisors leverage their social media presence to benefit their clients, their firms, and themselves.
January 18, 2022
15 Helpful Brand-Building Social Media Tips For Financial Advisors
Members of Forbes Finance Council share their best tips for developing new social media plans and connecting with influencers to raise brand awareness.
January 11, 2022
2022 Business Intelligence Group Innovation Award Winners
The 2022 BIG Innovation Awards program recognizes organizations, products, and people that are bringing new ideas to life in innovative ways.
January 5, 2022
BuiltIn Chicago’s 2022 100 Best Places to Work in Chicago
YCharts is included in BuiltIn Chicago’s exclusive ‘Best Places to Work in Chicago’ list for 2022.
January 3, 2022
Follow the Fund Flows: Market Challenges and Insights for Advisors in 2022
YCharts teams up with WealthManagement.com to uncover market challenges advisors might face in 2022 and provides insights on how to prevail.
December 14, 2021
How YCharts’ Scatter Plot Tool aims to increase client adoption rate
YCharts’ Chief Product Officer, Caleb Eplett, details the numerous different use cases of our newest tool, Scatter Plots, for wealth professionals.
December 13, 2021
Advisor Tech Talk: 12/14/21
It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Below is a roundup of the latest press releases.
December 13, 2021
2021 American Financial Technology Award Winners
Here are the 26 category winners from this year’s virtual American Financial Technology Awards hosted by WatersTechnology.
December 9, 2021
YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations
YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform.
October 28, 2021
13 Business And Life Situations Your Financial Advisor Can Help With
Sean Brown, YCharts CEO, discusses with Forbes life situations your Financial Advisor can help with.
October 7, 2021
13 Metrics Every New Business Should Track (But Many Don’t)
In the latest Expert Panel post by Forbes Finance Council, Sean Brown, CEO of YCharts, discusses how important operating cash flow is to businesses.
September 28, 2021
Innovating Investment Research for Greater Insight and Engagement
Sean Brown, YCharts CEO, & William Hortz, Founder of Institute for Innovation Development, discuss how YCharts’ research enables enables greater investment insight and client engagement.
September 14, 2021
Tech in Motion Announces 2021 Regional Finalists for 7th Annual Timmy Awards
These nominated companies and individuals have gone above and beyond in 2021, showcasing their innovation and ability to adapt to an ever-changing landscape.
August 22, 2021
TDI Podcast: YCharts with Sean Brown
Andrew Horowitz, host of The Disciplined Investor podcast, invites Sean Brown, CEO of YCharts, to discuss how YCharts’ is a leading financial research tool.
August 17, 2021
Introducing the Inc. 5000 Fastest-Growing Private Companies in America 2021
Explore Inc.’s annual ranking of the private companies with the most proven track records.
August 16, 2021
Here are Your 2021 Momentum Awards Finalists!
We’re excited to announce the finalists for the five award categories at the 14th Annual Momentum Awards, now open for public vote!
July 21, 2021
Comparing Portfolio Rebalancing Strategies with YCharts
Connor Kitko, Product Marketing Manager at YCharts joined The Resilient Advisor Podcast to talk about comparing portfolio rebalancing strategies and YCharts recent research.
June 10, 2021
101 Top Illinois FinTech Companies and Startups of 2021
Showcasing Best Startup’s top Illinois-based FinTech companies, these startups and companies are taking a variety of approaches to innovating the FinTech industry, but are all exceptional companies well worth a follow.
June 1, 2021
WealthManagement.com Announces 2021 ‘Wealthies’ Finalists
The “Wealthies,” WealthManagement.com’s annual awards programs honoring individuals, organizations, and companies that help financial advisors build better businesses and create better outcomes for their clients.
16 Smart Steps To Take When You Receive An Unexpected Financial Windfall
Receiving an unexpected financial windfall such as a surprise raise or bonus is exciting—and can be fraught with temptation. A new set of wheels or the latest smartphone may be the fun way to spend the “extra” cash, but it’s wiser to think about the long term first.
May 12, 2021
Best Workplaces 2021: 429 Companies That Make Work Worth It
Meet the businesses that did the most to support their employees and keep them engaged through a turbulent year.
April 19, 2021
New To Financial Planning? 16 Experts Share Tips To Get You Started
For those new to the art of budgeting, getting started can be the most difficult step. Below, 16 financial experts Forbes Finance Council share smart, novice-friendly tips to help.
April 16, 2021
YCharts Launches New Partnership with United Planners Financial Services
A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions.
April 9, 2021
Chicago’s 100 Best Places to Work in 2021
More than a year into the pandemic, most office workers are still doing their thing from home, making office perks like catered lunches, table tennis and happy hours moot points.
April 5, 2021
Why Bitcoin Has Reached a Tipping Point with Financial Advisors
The ecosystem that has grown up around digital assets over the past 12 years since the Bitcoin network first went live has been nothing short…
April 1, 2021
Best Fintechs to Work For 2021
The 49 companies that earned a spot in our ranking of the Best Fintechs to Work For this year had to respond nimbly, as the crisis demanded shifts in business strategy and leadership style.
March 31, 2021
Are SPACs all they’re cracked up to be?
Over the past year, special-purpose acquisition companies (SPACs) have taken the stock markets by storm.
March 24, 2021
T3 and Inside Information Reveal Results of 2021 Advisor Software Survey
The 2021 T3/Inside Information Software Survey report is now available. This report is a product of months of data analysis by Bob Veres of Inside Information and Joel Bruckenstein of T3.
March 17, 2021
YCharts Chosen for Inc. 5000 Regionals: 2021
The most successful companies in America–and what they reveal about the future of business.
March 11, 2021
ThinkAdvisor’s Tech Roundup
YCharts launched a new Custom Securities tool that pulls in data on any number of investments that aren’t available on typical financial data platforms, the financial data and fintech firm said.
March 11, 2021
2021’s WealthTech 100 Winner’s List
YCharts is honored to be named under FinTech Global’s 2021 award of WealthTech 100.
March 3, 2021
YCharts Announces the Addition of Three Board Members
YCharts announces that James L. Fox, Estee Faranda, and Dave Welling have joined its Board of Directors. These three industry veterans will help shape the long-term growth strategy of YCharts.
March 2, 2021
Taking performance reports beyond publicly listed securities
Late last year, YCharts enhanced its platform’s performance data visualization capabilities with the launch of its Dynamic Model Portfolios functionality. Simple but powerful,
February 23, 2021
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer. Kevin brings 20+ years of financial services and wealthtech experience, having played key executive roles driving growth in industry leading RIAs, Asset Managers, and wealth management focused software companies.
January 25, 2021
Dynasty Financial Partners and YCharts to Extend Their Partnership
Dynasty Financial Partners and YCharts today announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms.
December 17, 2020
How Chicago Startups Delivered Billions In 2020
The pandemic has cooled many sectors of the economy but Chicago remains hot for some of the city’s brightest startups. These homegrown ventures have quickly become industry leaders in a variety of sectors. Their rapid growth and innovative approaches have resulted in IPOs or attracting suitors to help expand their growth through strategic acquisitions.
November 23, 2020
#ItzOnWealthTech Ep. 74: Not All Fintech Funding Checks Are Equal with Sean Brown of YCharts
YCharts’ CEO Sean Brown joined Craig Iskowitz on the #ItzOnWealthTech podcast to provide a peek behind the curtain on YCharts, our recent acquisition by LLR Partners, some of our latest product updates and much more.
November 13, 2020
Painting a richer picture of past portfolio performance
New portfolio analytics tool drives fruitful conversations by capturing the impact of advice on risks and returns
November 10, 2020
Screen Tech: The Search For Stocks
How do these new investors learn about stocks? Some learn by trial and error. Others do their research, which in these days can be accomplished quite effectively online using some of these popular resources, each of which I subscribe to.
November 2, 2020
The Latest In Financial #AdvisorTech (November 2020)
YCharts recapitalizes with LLR Partners to expand its footprint from investment research to investment communication
October 29, 2020
Dynamic Model Portfolios is the latest addition to the YCharts platform, the investment research provider says.
October 29, 2020
YCharts Adds New Dynamic Modeling Feature
YCharts is introducing a new feature to help advisors and other users review actual decisions made to portfolios.
October 26, 2020
How Presidential Elections Affect the Stock Market
Every four years, politics and finance converge as Americans elect a president and investors try to figure out what the outcome means for their portfolios. A look back at history shows that presidential election cycles indeed correlate with stock market returns – although not in the same, clockwork way that, say, the moon pulls on tides.
October 14, 2020
YCharts acquisition keeps PE dollars flowing into advisor fintech
YCharts has been acquired by LLR Partners as private equity dollars continue to flow into the wealth management industry — particularly the fintech sector.
YCharts Sold To PE Firm LLR Partners To Boost Strategic Growth Initiatives
YCharts, a cloud-based platform for financial advisors and wealth managers, formally announced it was acquired in an all-cash deal by private equity firm LLR Partners and completed a “growth recapitalization” to support the growth of its investment analytics and communications technology.
October 9, 2020
YCharts Acquired by PE Firm
Private equity firm LLR Partners has bought investment research provider YCharts. The purchase is tied to a growth recapitalization arrangement made in partnership with the YCharts management team, the firms said Friday.
October 9, 2020
LLR completes growth recap of YCharts
LLR Partners has completed a growth recapitalization of YCharts, a cloud-based investment research analytics and communications platform for RIAs, broker-dealers and asset managers.
October 9, 2020
YCharts sells to PE firm in all-cash transaction as it looks to pass $15M ARR this year
This morning, YCharts, a financial data and charting service, announced that it has been purchased by LLR Partners, a private equity firm.
October 9, 2020
Chicago investment research firm YCharts is acquired by LLR Partners
Chicago-based Investment research company YCharts has been purchased by LLR Partners, a Philadelphia private equity firm, for an undisclosed price.
October 9, 2020
YCharts Acquired by PE Firm LLR Partners
The wealth management-focused analytics and charting firm now finds itself with capital for growth and acquisitions.
October 9, 2020
YCharts acquired by private equity shop LLR Partners
The Chicago-based firm said it will increase its investment in product and sales and marketing, and pursue acquisitions.
October 9, 2020
YCharts sold to private-equity firm
Chicago fintech firm YCharts has been acquired by a Philadelphia private-equity firm, with longtime Chicago investors, including financial research behemoth Morningstar, cashing out as part of the transaction.
October 9, 2020
YCharts acquired by private equity firm LLR Partners
Investment analytics firm YCharts announced Friday it has been acquired by private equity firm LLR Partners in a recapitalization meant to pump new capital into the research platform.
October 9, 2020
YCharts Completes Growth Recapitalization With LLR Partners
YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team.
October 8, 2020
#ItzOnWealthTech Ep. 69: How Engines, Automation & Data Are Changing Wealth Management
YCharts expanding To larger RIAs and Broker-Dealers by adding SMA data to their expanding portfolio analytics toolkit.
October 5, 2020
The Latest In Financial #AdvisorTech (October 2020)
The new YCharts SMA screening and filtering will include performance, risk, allocation, exposure metrics, manager tenures, fees, and benchmarks. Advisors can also drill-down into the underlying SMA holdings, which is helpful for due diligence.
October 2, 2020
Will 2020 Disrupt The Model Portfolio Boom?
2020, a year of pandemic and uncertainty, has thrown many people’s expectations about the economy and investments up in the air, but it’s unclear exactly how it will affect the model portfolio boom, and how advisors’ use and adoption of these portfolios will have evolved when the dust settles.
September 21, 2020
Framework Podcast: Financial Literacy and Change Management With Sean Brown
In today’s episode of Framework, Jamie talks with Sean Brown, the President and CEO of YCharts. Sean has spent his career growing companies with a focus on finance and technology and he’s continued that focus to his current endeavor with YCharts.
September 18, 2020
YCharts Unlocks SMA Data
The investing intelligence firm is adding information from thousands of Separately Managed Accounts.
August 31, 2020
LPL Adds YCharts Platform to Preferred Vendor PlatformInvestment research and communications platform YCharts says it’s now part of LPL Financial’s vendor affinity program
Investment research and communications platform YCharts says it’s now part of LPL Financial’s vendor affinity program.
August 20, 2020
Advisor Sentiment Survey: Model Portfolios & Coronavirus
The YCharts team has released a new study on advisor’s sentiment towards model portfolios during this crisis. The results are very interesting and Caleb Eplett joins me to share their findings.
August 12, 2020
Inc. 5000 2020
YCharts has been named to the Inc. 5000 list of fastest-growing private companies for the 4th consecutive year!
August 7, 2020
Chicago’s 100 Best Places to Work in 2020
YCharts lands #20 on Crain’s Chicago’s 2020 Best Places to Work list.
July 9, 2020
Why Charts and What data with Sean Brown of YCharts
In today’s episode, we’re passing by all the players and calling in the head coach – the head coach of YCharts that is. Sean Brown – CEO of YCharts joins us to talk about how this FinTech, SaaS-focused company is helping investors and advisors make the complex easy, and the easy look good! Listen to the entire podcast to learn more.
June 30, 2020
YCharts with Sean Brown | E128
In this 128th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sean Brown, President and CEO of YCharts. YCharts is an online next generation platform for charting and displaying various forms of data in easy-to-use and digestible user-friendly ways.
May 12, 2020
Why We Use YCharts
Our VP of Business Development joins the Conquer Risk podcast to discuss how Potomac Fund Management leverages our platform and all the new tools and features we’ve been working on.
May 11, 2020
TDI Podcast: Who, What and YCharts
Sean Brown, CEO of YCharts is our guest this episode and we get some insights into the research process. We also discuss the disconnect with economics and markets, the outlook for earnings and what the future may hold.
April 28, 2020
2020 WealthTech 100
The world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2020
April 20, 2020
Riskalyze Fintech Report Card: March 2020
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
April 7, 2020
What’s fundamental to a great client relationship?
After an 11 year bull market, many advisers have forgotten that a great client relationship begins with great communication. Sean Brown of YCharts explains how to improve your communication no matter the markets.
March 30, 2020
Crafting A Communications Matrix To Refine Client Investment Communications For Stronger Relationships
Building strong client relationships is a high priority for all financial advisors, and one of the most effective tools for establishing and strengthening relationships is good communication skills.
March 23, 2020
YCharts Adds COVID-19 Data Tracking
YCharts partnered with Johns Hopkins University to let users track pandemic news alongside markets and portfolio performance.
March 23, 2020
YCharts Adds Coronavirus Data to Help Investors Track Economic Impact
The newly-added data series will enable investors to effectively track cases, and analyze trends in how the coronavirus crisis is impacting security and market performance
March 31, 2020
What to Say When Your Clients Yell “Sell!”
CEO Sean Brown joins the Gaining Perspectives podcast to discuss how advisors can improve client communications during market uncertainty.
March 9, 2020
Best Places to Work 2020: The Finalists
Here’s the top 100 companies to work for in Chicago.
February 18, 2020
How to Reduce Friction in Advisor Appointments: Wholesaler Tech Talk
In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand its power. This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
February 10, 2020
Entrepreneurial Lessons From YCharts CEO Sean Brown
I’ve been a long time user of YCharts, so when Sean Brown, the CEO of YCharts, said he wanted to come down to visit and record a podcast for The Advisor Of Tomorrow Podcast I said yes–without hesitation. Since I had him in my office I thought I’d record a new episode of Inside Advisors’ Minds and have Sean share some lessons he’s learned during his entrepreneurial journey.
February 6, 2020
Mapping the Market with Sean Brown
Sean is the President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support.
February 5, 2020
2020 Best Fintechs to Work For
The 49 companies that made Arizent’s third annual list of Best Fintechs to Work For include a wide variety of employers, such as small-business lenders, wealth management software developers, direct mortgage lenders, digital banks and payments platforms.
January 2, 2020
13 Strategies For ‘Recession-Proofing’ Your Business
Make sure you have a great product-market fit that solves a meaningful challenge for your customers. If you offer a “must-have” product or service, the storms are unlikely to impact your business.
January 2, 2020
The Acquirers Podcast: Sean Brown – Why Charts? Value, Fintech, And Charts
In this episode of The Acquirer’s Podcast Tobias chats with Sean Brown, the President and CEO of YCharts.
December 19, 2019
The secret to new business? Better communication with current clients
Advisers focusing more time and energy on existing clients can help generate referrals, according to YCharts data
December 11, 2019
Your Client Communications Are Probably Missing The Mark
Despite recent focus on client engagement and experience throughout the industry, advisors don’t seem to be connecting well with many of their clients.
December 11, 2019
Financial Advisors’ Clients Don’t Feel Engaged, Desire More Personalized Communications
YCharts survey data demonstrates that communication style and frequency impacts the success of financial advisors
November 19, 2019
YCharts CEO Sean Brown on ETF Due Diligence
YCharts CEO Sean Brown discusses the importance of ETF due diligence and tools available to help.
November 19, 2019
Using communication to stand out
How are clients doing with it comes to communicating with clients? Sean Brown of YCharts says clients are disengaged and not feeling satisfied. What can you do about this?
November 14, 2019
Increasing Advisor Value Using Model Portfolios
There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of fintech companies.
November 8, 2019
12 Chicago Companies Made the Deloitte Technology Fast 500
If you ever catch yourself awake at night wondering who the fastest-growing technology companies in Chicago might be, wait no longer. Global accounting and consultancy firm Deloitte just released its 25th annual Deloitte Technology Fast 500 ranking, and 12 local companies made the 2019 list.
November 7, 2019
YCharts Makes Deloitte’s 2019 Technology Fast 500 List
The fastest-growing technology companies in North America.
November 4, 2019
YCharts Announces New Integration with Schwab Advisor Services™ Custody Platform, Schwab Advisor Center®
Today at Schwab’s annual IMPACT® conference, YCharts, an investment research, analytics, and client communications platform, announced it has become one of the first wave of providers to offer new, streamlined single sign-on integration into the Schwab Advisor Center® platform, part of a planned strategy to broaden technology solutions available to the more than 7,500 independent investment advisors who custody with Schwab.
November 1, 2019
Q&A with Sean Brown, CEO of YCharts
MutualFunds.com got an opportunity to ask CEO Sean Brown, of YCharts, about the company and its products. Read the Q&A below to learn more.
October 21, 2019
Watching TV: New Way vs. Old Way
Dominic Chu referenced on Squawk Alley that equal-weighted portfolios of stocks that represent the “Old Way” of watching TV vs. the “New Way” are outperforming YTD by nearly 19%.
September 13, 2019
Top 50 B2B Tech Companies in the Chicago Area
With the help of the Illinois Technology Association (ITA), we have compiled data on the 50 best B2B tech companies headquartered in the Chicagoland area that includes all of the top-rated products on G2.
August 15, 2019
Inc. 5000 2019
For the 3rd straight year, we’ve made the Inc. 5000 list of fastest-growing private companies. A big thank you to our team for being the engine behind our growth as we continue modernizing investment research & enabling smarter investments!
June 18, 2019
New Sources for Data on Model Portfolio Could Help Increase Advisor Adoption
Two firms seek to make it easier for advisers to evaluate models. One company making the move is YCharts, a cloud-based investment research and analysis platform that launched in 2009 as an alternative to the Bloomberg Terminal. Just as advisers use YCharts to find specific securities or funds to include in a client portfolio, the technology firm wants to be a go-to source for comparing and making decisions about model portfolios.
June 13, 2019
John Hancock Investment Management Arms its Sales Team with YCharts
YCharts will provide John Hancock Investment Management’s sales team with data and tools for showcasing performance, illustrating investment ideas, and streamlining client communications.
June 13, 2019
These Companies Could Save the IPO Market
Uber and Lyft disappointed investors since they went public. But make no mistake: The market for initial public offerings is still red hot.
April 11, 2019
2019 WEALTHTECH 100
The world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know
February 7, 2019
How YCharts is Innovating Financial Advice
Advisers want to figure out ways to explain what they do in simpler form to clients. Dave Lubnik of YCharts tells how they can help.
February 6, 2019
T3 churns out big news as industry shifts to planning from portfolio management
Active vs. passive: Dave Lubnik of YCharts provided an interesting presentation focusing on the active/passive debate that upset some of the popular notions on indexing.