Alignment and Efficiency: 3 Ways YCharts Helps Wholesalers Collaborate

In light of fee compression and increased competition, many asset managers have a renewed emphasis on improving productivity and efficiency among distribution teams. As investor demands evolve and advisors become increasingly hard to reach, wholesalers may feel like they’re constantly playing defense; however, an offensively-minded approach could lead to more AUM and profitability by focusing … Continued

Feeling unproductive? YCharts aligns advisor teams for better collaboration

In light of fee compression and increased competition, many wealth management firms have a renewed emphasis on operational productivity metrics. Adding in factors such as evolving investor demands and impending retirements can leave advisors feeling like they’re constantly playing defense; however, you might consider an offensively-minded approach to improving firm-wide metrics such as advisor productivity, … Continued

Advisors: Do Clients Perceive Your Value?

As a registered investment advisor (RIA) there are two common methods for growing your firm: Method 1: Grow AUM in current accounts. Method 2: Grow AUM by adding new accounts. Top advisors recognize that sustainable growth requires them to simultaneously focus on both methods. In order to grow the quantity and size of accounts managed, advisors must … Continued

Expert Tips: Email Reports

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions. Click to jump to each Expert Tip: Add Saved Screen Events to Email Reports Add Charts to Email Reports Customize the Weekly Market Pulse Email Reports … Continued

New Product Announcement: Email Reports

We’re excited to announce our newest product addition — Email Reports. YCharts Email Reports are fully customizable and give you the ability to construct tailored market updates sent straight to your inbox at intervals of your choosing. There are innumerable options available for market update emails — each varying in quality of format, content, and … Continued