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YCharts in the News

May 30, 2024

Yeske Buie: The Markets Don’t Care Who’s President

There’s no shortage of people predicting who will become the next president of the U.S. And oftentimes voters base their judgments on who they believe will be best for the economy and the financial markets. But according to research from YCharts, the markets and the economy don’t care who’s in the Oval Office.

May 30, 2024

What Should Investors Expect From The Market This Election Cycle?

Investors shouldn’t fret about the upcoming presidential election. And they definitely shouldn’t let politics upend their long-term financial plans. Learn more with these charts from YCharts to help explain what investors should expect from the stock market this election cycle.

May 25, 2024

How Financial Advisors Can Capitalize on the “Money in Motion” Era

A staggering 75% of advisory clients left or considered leaving their advisors in 2023, according to a recent YCharts survey. This alarming trend highlights the shift in the financial advisory landscape, with clients increasingly seeking better communication, service, and guidance from their advisors. Read more.

May 23, 2024

How to soothe clients’ election anxiety

As the U.S. presidential election approaches, many financial advisors find themselves fielding the same question from clients: Will my investments be OK? To answer this, advisors can point to a new YCharts study taking a closer look at the historical impact of elections on investments, offering some reassuring news for worried clients.

May 22, 2024

Investments Roundup: Sanctuary, State Street, Macquarie, Bernstein And More

In this edition of Investments Roundup, “Larry’s Take” delves into YCharts’ insightful blog post, “How to Use YCharts to Drive Advisor Interest in Your Alternatives,” alongside their latest research, “How Do Presidential Elections Impact The Market?”. Dive deeper into these compelling analyses to enhance your investment strategies and stay informed. Read more.

May 17, 2024

Frequent advisor updates key to client loyalty, confidence

In today’s rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills confidence, fosters trust and enhances comprehension. Learn more about what kind of communication clients want from their advisors with YCharts latest Advisor-Client Communication Survey.

May 16, 2024

Don’t Invest Based On Political Party Affiliation, YCharts Warns

Investors tend to lose when they only invest while the political party they support is in the White House, and the market tends to fare best during periods of a divided Congress, according to a new report released by financial research firm YCharts.

May 15, 2024

An Election of Economic Import

When it comes to the markets and presidential elections, experts tend to agree on one thing: they are generally overhyped. According to recent data from YCharts, a financial research firm, presidents tend to come and go while the markets march on.

May 8, 2024

American Banker’s Best Places to Work in Fintech 2024

This year, 40 companies made American Banker’s annual list of the Best Places to Work in Fintech. The honorees range in size from small firms — three winners have fewer than two dozen employees — to companies with hundreds of staff members. Read more to see how YCharts stands out!

May 7, 2024

Best Investment Research Platforms for Investors in the USA

InvestmentNews surveyed its full readership of financial advisors and related professionals on 15 of the most commonly used research platforms. Here are the top 5 winners across visualization and reporting, screening tools, customer service, integrations, and documentation.

April 19, 2024

How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era

A staggering 75% of advisory clients left or considered leaving their advisors in 2023, according to a recent YCharts survey. This alarming trend highlights the shift in the financial advisory landscape, with clients increasingly seeking better communication, service, and guidance from their advisors.

April 15, 2024

YCharts Report Builder Wins Award in the 2024 New York Product Design Awards

The YCharts Report Builder won Silver in the inaugural 2024 New York Product Design Awards. Developed in collaboration with Cue Studio, the YCharts Report Builder is a comprehensive solution that empowers users to effortlessly create personalized PDF reports, offering complete control over data, content, and design through a streamlined drag-and-drop interface.

April 8, 2024

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

YCharts is excited to announce an expanded partnership with Savant Wealth Management, empowering its advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation, and strengthening client communication. Learn more!

March 27, 2024

12 New Findings on How Clients Want to Communicate

Three-quarters of respondents in a new survey from YCharts either switched advisors or thought about doing so in 2023, a significant increase from 48% in a year-earlier survey that examined the evolving dynamics of post-pandemic client-advisor relationships. YCharts noted that its findings may not be universally applicable because of the small sample size — some 800 clients of financial advisors — but the overarching theme is clear: “Clients are seriously considering leaving their advisors.”

March 27, 2024

Advisors Still Need To Communicate More With Clients

Three of four advised clients who responded to a recent YCharts Survey said they switched or considered switching advisors last year.

March 25, 2024

3 of 4 Clients Left or Considered Leaving Their FAs in 2023, Survey Finds

About three-quarters of clients shared that they either switched advisors or considered it last year, a new YCharts study found.

March 21, 2024

Frequent Contact, Plan Knowledge Can Help Advisers Earn Business

Among respondents to YCharts Inc.’s Advisor-Client Communication Survey, which sought to understand how adviser strategies align with evolving client preferences, 26% felt the adviser for the client’s employer-sponsored retirement plan was a factor influencing the client to sign on privately with that adviser. Read more to learn how to attract and retain new clients, noting respondents’ preference for extensive communication.

March 20, 2024

How to Elevate Client Conversations With Data

In the evolving landscape of financial advice, the significance of data and analytics cannot be overstated. During the inaugural Advyzon conference, Sean Brown, CEO of YCharts, sheds light on how these tools are pivotal in enhancing the advisor-client relationship. Brown emphasizes that the core of these relationships revolves around the primary objective clients have when they seek out advisors: the growth of their nest eggs to achieve their financial goals.

March 20, 2024

YCharts: Clients Ditched Advisors at Alarming Rates in 2023

More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it. The results were so shocking that YCharts ran its survey twice, and the results were similar: 75% of advisory clients in a February survey reported either leaving or considering ditching their advisor in 2023.

March 19, 2024

Three out of four clients switched advisors or considered it in 2023: YCharts

In 2023, three-quarters of advisory clients either switched advisors or considered doing so, according to a survey published Monday by investment research and proposal generation software firm YCharts, raising questions about the assumed stickiness of clients.

March 18, 2024

YCharts Unveils 2024 Advisor-Client Survey Insights Aiming To Elevate Client Communication Strategies Amid Evolving Expectations

With responses from nearly 800 clients of financial advisors, YCharts’ study provides actionable insights for advisors aiming to bolster client communications and adapt to a shifting landscape.

March 15, 2024

20 Financing Options For Small Business Owners To Consider This Year

Choosing the right financing option for you can directly impact strategic growth and propel your businesses forward. To help you make this decision, CEO of YCharts, Sean Brown, and other Forbes Finance Council members share different financing options for small business owners to consider implementing in 2024.

March 4, 2024

YCharts Debuts Integration with Schwab’s iRebal®, Empowering Advisors with Enhanced Portfolio Management Tools

YCharts has announced an integration with iRebal®, a premier portfolio rebalancing tool offered within Schwab Advisor Center®, to deliver advanced capabilities and portfolio management solutions across the shared user base.

February 27, 2024

Meet the 172 Companies Making an Outsized Impact in the Midwest

YCharts has been named to the Inc. Regionals Midwest list of 2024! Explore the rest of the honorees considered to be the fastest-growing privately held companies in this region over a two-year period.

February 24, 2024

Sell Like YCharts

Resilient Advisor’s CEO, Jay Coulter, recently recounted his exceptional experience with the YCharts customer support team. See how YCharts’ commitment to exceptional service sets them apart from the competition.

February 20, 2024

YCharts Earns “Software All-Star” Status Again in T3 and Inside Information’s Advisor Software Survey, Garnering Strong Market Share and User Ratings

YCharts once again solidified its standing as an industry leader, securing the title of “Software All-Star” in two prominent categories in the 2024 T3/Inside Information Software Survey. Learn more about the company’s additional survey recognitions!

February 6, 2024

Pivot or Stay on Course? 6 CEO Strategies for Decision Making in Fast-Moving Markets

LLR portfolio company CEOs Dawn Carter, Richard Harris, Sean Brown, and Tom Woodruff share six critical practices to make better strategic decisions in fast-moving and unpredictable markets.

January 24, 2024

Joel Bruckenstein and Bob Veres Present Key Findings from 2024 T3 / Inside Information Software Survey at 2024 T3 Conference

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2024 T3 / Inside Information Software Survey. Download the full report here!

January 23, 2024

Best Places to Work in Chicago in 2024

YCharts has been recognized as one of Purpose Jobs’ Best Places to Work in Chicago! Explore the list of 19 other winners spanning a wide range of industries, offering ample opportunities for professionals seeking to make a mark in the ever-evolving world of technology.

January 22, 2024

6 Reasons Clients Fire Advisors

With the start of a new year, many clients will be putting New Year’s resolutions into practice. In some cases, one of these resolutions might be to find a new financial advisor. Get insights from YCharts’ latest Communication Survey to learn why.

January 9, 2024

Built In’s 2023 100 Best Places to Work in Chicago

YCharts is included in Built In Chicago’s exclusive “Best Places to Work in Chicago” list for 2023.

January 9, 2024

Farther Partners with YCharts to Equip Advisors and Clients with Powerful Data and Insights, Fueling AUM Growth

YCharts offers Farther’s advisor network with an all-in-one solution for enhancing client relationships and attracting new business.

December 4, 2023

November WealthTech News with Craig Iskowitz

Welcome to our November News Review. I’ve got a lot of stories to cover, including a YCharts proposals function feature, Docupace launches an API developer portal, Fidelity is blocking screen scraping, Mint is shutting down, launched their Advisor Brand Builder and of course updates on the WealthTech Integration Scores and the Kitces-Ezra Group Advisortech map.

November 21, 2023

20 Pieces Of Career Advice From Financial Professionals And Leaders

CEO of YCharts, Sean Brown, and other Forbes Finance Council members share their collective wisdom they’ve received as accomplished financial professionals and leaders to uncover the best career advice they’ve ever received.

November 1, 2023

Fintech’s Finest: Benzinga Fintech Award Finalists Revealed

Benzinga, the leading financial media company for next-generation investors, today announced the finalists for its 9th annual Fintech Deal Day Awards, recognizing YCharts as one of the “Best Investment Research Tech” finalists.

October 5, 2023

Wealthtech Roundup:, Docupace, YCharts, Elements and More

The investment research and client communications platform YCharts launched Proposals, an enhancement designed to help wealth management professionals build proposal narratives, share investment strategies, drive client conversations and win new business.

October 3, 2023

FMG and YCharts Partner to Enable Financial Advisors to Improve Timely Client and Prospect Communication

YCharts and FMG announce a marketing partnership to enable financial advisors using FMG’s marketing platform to leverage YCharts’ powerful visuals to enrich their communications with both clients and prospects.

September 13, 2023

Best Places to Work in Chicago for 2023

Look no further than this year’s crop of the 100 Best Places to Work, a collaboration between Crain’s and Best Companies Group, to find Chicago-area organizations that offer an array of fun perks, from year-round yoga classes and free vacations to in-house arcades and nap rooms. You’ll also notice a deeper theme: flexibility.

September 8, 2023

Investment Product and Service Launches

YCharts Introduces Proposal Capabilities; Human Interest launches Fast Track 401(k); AllianzIM introduces September buffered ETFs; Madison Investments unveils latest actively managed ETF Suite; and more.

September 7, 2023

YCharts Unveils New Proposal Capabilities Paired with Three New Subscription Configurations

YCharts announces the launch of Proposals, the company’s latest product enhancement aimed to empower wealth management professionals to craft compelling proposal narratives that help communicate investment strategies, drive impactful conversations with clients, and win new business.

September 5, 2023

2023 Kitces Research on Financial Advisor Wellbeing

From the latest 2023 Kitces Research on AdvisorTech, a new cluster of technology tools is emerging as an alternative’ next-generation tech stack’, including tools like RightCapital for financial planning software, Wealthbox for CRM, Advyzon for performance reporting, and YCharts for investment research, all of which have materially higher satisfaction and value ratings than the category incumbents they’re usurping.

September 1, 2023

Cetera To Offer Affiliates Access To YCharts Platform

Cetera Financial Group is now offering its affiliates access to YCharts, a cloud-based investment research platform for wealth advisors and asset managers. The platform helps users track the markets without the use of terminals, enabling them to streamline investment research and client communications workflows while saving valuable time.

August 24, 2023

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Through its continued relationship with YCharts, Dynasty’s 50+ network advisory firms will have access to the industry-leading solution. This partnership ensures that YCharts remains an important piece of Dynasty’s Advisor Desktop infrastructure for the long term.

August 24, 2023

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors with Advanced Investment Research and Communication Tools

Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform.

August 23, 2023

Schwab’s Sonders Answers 7 Market Questions for Investors

Simply put, nobody can predict with certainty what will come next for stocks or bonds, but that doesn’t mean achieving positive investment outcomes in the long term is unattainable. Sonders made this case and covered a wide-range of investment topics during a dynamic webinar hosted by YCharts CEO, Sean Brown.

August 21, 2023

19 Ways Financial Leaders Can Foster Cross-Departmental Collaboration

CEO of YCharts, Sean Brown, and 18 other Forbes Finance Council members discuss the pivotal role cross-departmental collaboration takes in the development and assessment of business cases.

August 15, 2023

Meet the Fastest Growing Private Companies in America

$358 billion in 2022 revenue. 1,187,266 jobs created. And 5,000 examples of how to scale your business. Nowhere else will you find a list of companies with a greater impact on the U.S. economy. Read more to see where YCharts ranked!

August 3, 2023

Cetera and YCharts Announce Strategic Partnership to Equip Advisors With Award-Winning Client Communications and Investment Research Platform

The partnership between Cetera and YCharts offers all Cetera affiliates access to YCharts’ industry-leading platform, enabling them to streamline investment research and client communications workflows while saving valuable time.

July 31, 2023

16 Practical Tips For Making Your Money Last

YCharts CEO, Sean Brown, and 15 other Forbes Finance Council members share a collection of valuable tips and anecdotes from both business and personal perspectives, offering insights into how individuals and entrepreneurs can build resilience, create sustainable financial habits and navigate unexpected financial setbacks.

July 21, 2023

YCharts Launches Portfolio Optimizer Tool, Revolutionizing Portfolio Research and Presentation

Portfolio Optimizer is the latest cutting-edge addition to the YCharts toolstack, reimagining the portfolio research and optimization process, and enabling users to construct well-balanced and highly efficient portfolios.

July 20, 2023

Stratosphere Signs Deal with YCharts, a Leading Financial Research and Analytics Platform

Fintech startup, Stratosphere has inked a deal with leading financial research and analytics platform, YCharts. This gives YCharts access to the Stratosphere API which has detailed company-specific KPIs and segments for nearly 1,000 companies and growing.

July 12, 2023

YCharts Names The Best Portfolios, Asset Classes During Rate Hike Periods

Investors looking for consistent portfolio performance during periods of Fed rate hikes should consider the 55/35/10 allocation, according to new data from YCharts, a Chicago-based financial research company.

July 7, 2023

Column: When the Fed stops, keep calm and carry on buying stocks

Analysis by research firm YCharts looks at the hiking cycles of 1999-2000, 2004-06 and 2018-19 and how a range of sample portfolios performed in the subsequent 12 months. Even taking into account the dotcom bust and market crash following the 1999-2000 cycle, stocks still shone brighter.

June 9, 2023

American Banker’s Best Places to Work in Fintech 2023

It takes more than setting up the stereotypical foosball table in a break room to be one of the Best Places to Work in Fintech. These are 50 firms that made it to this year’s American Banker’s Best Places to Work in Fintech that offered this and more!

May 17, 2023

YCharts and Orion Release Integration Enhancement

This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications.

April 20, 2023

14 Tips For Companies Offering Their First 401(k) Program

YCharts CEO, Sean Brown, and other Forbes Finance Council members share essential tips for business clients who are contemplating offering a 401(k) option to their employees for the first time.

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

Getting Personal

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 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 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 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.

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 Announces 2021 ‘Wealthies’ Finalists

The “Wealthies,”’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 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 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.

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 1, 2019

Q&A with Sean Brown, CEO of YCharts got an opportunity to ask CEO Sean Brown, of YCharts, about the company and its products. Read the Q&A below to learn more.

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

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


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.