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

4 Ways Wholesalers Use YCharts to Increase AUM

With intuitive, powerful tools and data coverage for more than 40,000 mutual funds and ETFs, YCharts enables internal and external wholesalers, plus product and portfolio teams, to develop strategies and expertly demonstrate their funds’ value to advisor partners. Firms such as John Hancock and Thornburg Investment Management have incorporated YCharts into their sales processes because … Continued

Introducing Model Portfolio Overview Reports

YCharts Professional users can now generate Model Portfolio Overview Reports, in just a few clicks, for any model portfolio, investment strategy, or blended benchmark. With this new functionality, YCharts will work with users to customize reports with their firm’s logo and color scheme, plus 17 different modules that cover returns, performance, exposures, risk, composition, and … Continued

Expert Tips: Model Portfolios

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: Sharing Model Portfolios Side by Side Portfolio Reports Upload Portfolio Holdings from Excel Export Model Portfolio Data Customizable PDF … Continued

How Batnick Strips Emotion Out of Decision Making

FEATURING MICHAEL BATNICK The above chart is courtesy of Michael Batnick, CFA from Ritholtz Wealth Management, and the co-host of the enormously popular “Animal Spirits” podcast. Read our Q&A with him below and if you don’t already, follow him on Twitter @michaelbatnick. Q: Can you tell us a little bit about Ritholtz and what you do … Continued

We Are Here To Help

 (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

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 … Continued

Tax-Loss Harvesting Made Simple with YCharts

Tax-loss harvesting is a process, usually conducted annually, whereby investors seek to limit their portfolios’ capital gains taxes. Assuming you sold investments for a capital gain at some point in the year and will owe taxes on those gains, you may choose to sell other investments at a loss and offset the taxable income made … Continued