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YCharts Webinars

Our team—often joined by industry thought leaders—shares insights, best practices, and market trends for advisors & asset managers.

Upcoming Webinars


Join Robert Sofia, CEO of Snappy Kraken, and Sean Brown, CEO of YCharts, as they dive into critical insights from YCharts’ 2024 Advisor-Client Communication Survey. Secure your spot to transform your approach to client relationships and learn how to:

  • Adapt to evolving client communication needs in fluctuating markets.
  • Implement proven communication strategies to enhance client loyalty and increase referral rates.
  • Leverage the latest findings from YCharts and Snappy Kraken’s State of Digital report to develop a client-focused strategy that drives substantial AUM growth.
Thursday, Jun 6, 2024
2:00 pm ET / 1:00 pm CT
Save My Seat

The war against inflation is far from over, raising investor concerns about the potential long-term impact on the economy.

Can these higher-than-expected reports be attributed to seasonality?

Or a signal that a longer inflation battle lies ahead…

Secure your spot as Charlie Bilello, Chief Market Strategist at Creative Planning, joins YCharts to help you:

  • Gain a comprehensive review of the year’s first half and a forward look into anticipated trends in inflation, housing, and more, shaping the market.
  • Leverage expert tactics for asset allocation and portfolio diversification to fortify your investment approach in the face of economic headwinds.
  • Harness YCharts’ latest tools and data to make informed decisions, identify emerging opportunities, and confidently navigate the complexities of the current landscape.
Tuesday, Jun 18, 2024
2:00 pm ET / 1:00 pm CT
Save My Seat

YCharts University

Every week we review a handful of powerful workflows to help you get the most from YCharts!

Monthly Skill Sessions

Each month our team reviews top use cases & best practices for one tool on the YCharts platform.

YCharts

See YCharts in action with the help of a product expert.