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 (L to R: Josh Brown, Sean Brown, and Michael Batnick) Sean Brown, YCharts President and CEO, visited our friends at Ritholtz Wealth Management in New York to catch up and talk about how YCharts helps financial advisors. Sean sat down with Ritholtz’s CEO, Josh Brown, and Director of Research, Michael Batnick. Never short on … Continued

“Some Losses Hurt Worse Than Others”

FEATURING JEFF MACKE Click to view $LYFT in YCharts “Some losses hurt worse than others” A private investor, director, author, social media personality, and former hedge fund manager — Jeff Macke is a lot of things. While he admits the “social media personality” moniker was somewhat of an accident, Jeff has taken his stature as … Continued

Product Update: New & Improved Timeseries Analysis

YCharts’ Timeseries Analysis tool enables you to access, format, and export historical stock, mutual fund, and ETF metrics, as well as economic indicators. Because Timeseries Analysis is a vital resource for data-driven investment decisions, YCharts has updated the tool’s interface to better serve our users. In-depth investment research often requires large data sets with multiple … Continued

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 In The Community: Brooklyn Queens Land Trust

Our New York City team is really good at building an industry-leading investment research platform — we already knew that. But as we learned last week, it turns out they’re pretty good gardeners too. When YCharts’ software engineering team looked for a way to give back, they thought it would also be a great opportunity … Continued

The Top Tool Advisors Are Thinking About Adding in 2018

In a recent blog post, we reviewed the top trends financial advisors should be prepared to discuss with their clients in 2018. The underlying theme within each trend was the fact that staying on top of technological advances has become essential for good client communication and overall maintenance of the advisor-client relationship, as this allows advisors … Continued

How YCharts Enables Our Customers to Succeed

YCharts is shining the spotlight on one of our Customer Success Managers, John Feller. John has been an integral part of YCharts support for over three years, spending his days enabling our customers to make smarter investment decisions. From answering support tickets and website chats a few years ago to effectively managing an entire region … 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

Robo-Advisors: Friend or Foe?

By Andy Prudhomme, Customer Success Manager at YCharts The Rise of Machines and Automation It’s impossible to deny that the increasingly rapid advancement of technology in today’s global economy is meaningfully reshaping how businesses and customers interact and make decisions. Some of the most prominent technological advancements taking hold of firms’ R&D departments include artificial intelligence, machine … Continued

Need Help Appealing to Millennials? Try YCharts

By James McGuinness, Director of Sales at YCharts. Why YCharts? I get asked this question every day. Why should I explore YCharts as a research tool? What sets your solution apart? How is YCharts going to help me solve my business problems? Before I provide an answer, I’d like to introduce myself. My name is James … Continued