YCharts Defends “Top Tool” Title

While every new technology can claim to create efficiencies and move the wealth management industry forward, few tools receive consistent endorsements of industry voices and satisfied users. The T3/Inside Information 2019 Software Survey, conducted in tandem by Joel Bruckenstein and Bob Veres, is one of the industry’s largest and most comprehensive surveys. T3 is a one-stop … Continued

YCharts Enables TD Advisors to Make Smarter Investment Decisions

As the premier cloud-based investment decision making platform, YCharts offers TD Ameritrade Advisors comprehensive data with powerful tools and outstanding customer support to enable them to develop and visually communicate unique insights, make smarter investment decisions, and save significant time. After years of client conversations, product development enhancements and understanding how YCharts fits into the … Continued

Addressing 2018 Market Concerns

After experiencing one of the best years in the stock market in 2017, many investors question what’s in store for the markets in the upcoming year. The conversations — specifically amongst investment advisors — have switched from concerns about the Department of Labor (DOL) Fiduciary Rule, robo-advisors, and compliance to broader market concerns. While we cannot predict the … Continued

5 Trends Financial Advisors Should Discuss with Clients in 2018

Every year, it gets increasingly important to anticipate technology advances rather than chase after them. With YCharts’ 2017 year in review complete, it’s time to get in front of the forecasted trends for 2018. There have been noticeable changes happening in the financial world, including but not limited to the surge in cryptocurrency trading and the continued … Continued

The Plight of the Modern Financial Advisor: Time is Not on Their Side

Financial advisors come in all shapes and sizes, but all have one unifying trait — their time is limited. Most advisors wear many hats — sales, support, research, IT, compliance, HR, planning — the list goes on. I hear the phrase “I’m just so busy” at least three times a day when I’m talking to … Continued