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

The Earnings Season Playbook

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, EPS and revenue, excitement and uncertainty all combine for a dizzying few weeks. Don’t get us wrong, it’s important information. Whether it’s a huge swing or a minor movement, earnings announcements make more information available … 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