Upcoming Webinars

Join Charlie Bilello and YCharts for a timely discussion on market trends, risks, and narratives advisors are navigating with clients right now.

As markets have continued to move higher in 2026, the backdrop has become increasingly complex. Inflation persists as Fed expectations continue to shift, AI enthusiasm has driven an outsized share of market returns, and headlines around geopolitics and recession risk are leaving many investors questioning what matters most.

In this webinar, Charlie will use historical perspective and market data to help advisors better understand where we stand today, what’s changed over the past few months, and which charts and signals matter most heading into the second half of the year.

Topics we’ll explore include:

• Why markets have remained resilient despite ongoing uncertainty
• How the AI trade has shifted from speculative cycle to market foundation
• What changing rate expectations mean for stocks and bonds
• International vs. U.S. market leadership and sector rotation

Designed for advisors, this session will provide valuable context and visuals to help guide more informed client conversations in today’s market environment.

Join Samantha Russell and YCharts for a timely discussion on how AI is changing the way advisors market themselves, get found online, and grow their businesses.

While many firms are still trying to figure out what AI actually means for their business, others are already using it to improve marketing, streamline workflows, and gain a meaningful competitive edge. Meanwhile, prospects are increasingly turning to AI tools like ChatGPT when researching advisors online.

In this webinar, Samantha will cut through the noise and focus on the AI developments that truly matter for advisors today, along with practical ways firms can start adapting now.

Topics we’ll explore include:

• How AI is changing advisor discovery and online visibility
• The growing gap between firms adopting AI and firms waiting on the sidelines
• Practical AI use cases advisors can implement immediately
• What advisors should know about AI-powered search and content discovery
• How to approach AI adoption without adding more complexity to your business

The goal of this session is simple: help advisors better understand what’s changing, what matters most now, and where to focus next.

Mid-year reviews are wrapping up, summer schedules are filling, and clients are already starting to ask what’s next.

Without a clear plan, these conversations can quickly become reactive or delayed.

In this 30-minute workshop, we’ll show how to turn mid-year insights into proactive outreach and forward-looking guidance, so you can stay one step ahead and lead more confident client conversations heading into the second half of the year.

You’ll learn how to:

✅ Use Dashboards to keep portfolios, key holdings, and market data in one place, so you’re always ready for client conversations

✅ Model education funding decisions with Scenarios to support planning and contribution discussions

✅ Set up Alerts to flag meaningful changes and prompt timely, proactive client outreach

✅ Leverage AI Features (like Fast Track) to quickly generate insights, visuals, and talking points ahead of client check-ins

Featured Tools: Dashboards, Scenarios, Alerts, AI Features