The Best Performing Mutual Funds in Each Category and How to Find Them

When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. So how can advisors and investors find … Continued

3 Ways the Home Office Can Position Advisors for Growth

As the wealth management industry continues to grow, even the most successful advisory firms have to adapt to stay ahead of the competition. Whether implementing new technologies to streamline advisor processes, allocating more time to advisor and AUM growth, or ensuring seamless collaboration between teams and the home office, it’s crucial that your advisors in … Continued

Upcoming IPOs to Watch and Recent IPO Performance

You may be hearing about hot stocks that are set to make their Initial Public Offering (IPO), whether it’s through your own research or questions from clients. Any company that goes public offers the potential for promising returns—yet while shares of some newly-listed stocks like Airbnb (ABNB), SoFi Technologies (SOFI), and Lucid Group (LCID) have … Continued

10 Best Performing Dividend ETFs and How to Find Them

Dividend exchange-traded funds (ETFs) are structured to invest in a basket of stocks with above-average dividend yields. Aside from company dividends, funds can also generate income for shareholders via bond yields or other distributions; however, with relatively lower yields coming from bonds and other fixed-income products, dividend stocks and ETFs have become even more attractive. … Continued

Use Client-Friendly Comp Table PDFs to Compare Funds & SMAs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Best of all, you can now have your company logo and custom disclosures … Continued

New on YCharts: Client-Friendly Data Table PDFs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Whether comparing securities, evaluating your firm’s model portfolios, or auditing a holdings list, … Continued

How Wholesalers Can Increase AUM Before, During & After Advisor Meetings

The role of a wholesaler has evolved with advisors no longer expecting a round of golf and a steak dinner. Instead, they want data-driven consultants who will bring value to their clients. To set yourself apart from the competition, you need to build a relationship with your prospects by first demonstrating that you are up-to-date … Continued

3 Ways Distribution Teams Collaborate & Win Assets with YCharts

Distribution teams have known for a long time, and well before covid-19, that more facetime with advisor-clients is key to success. While wholesalers are used to clearing hurdles to earn that facetime, work-from-home and virtual meetings are new and formidable challenges in their way. As advisors become increasingly hard to reach, distribution teams must become … Continued

Making Tax-Loss Harvesting Easy with YCharts

As year-end approaches, nearly every advisor is thinking about taxes for their clients; how to harvest losses and maximize after-tax returns. With YCharts, help advisors think through their tax-loss harvesting process, making sure it is efficient and collaborative.  First, use YCharts Comp Tables to identify a portfolio’s losers — which funds have sold off this … Continued

Finding a Competitive Edge in Tech Stocks with Beth Kindig

FEATURING: BETH KINDIG $TTD $SNAP & $PINS have each seen multiple expansion of 15%+ over the last year & trade at a premium to $ROKU. Their growth rates have declined significantly over the same time frame. ROKU’s multiple has contracted from 12.8x to 10.9x despite posting consistent 40-55% growth. pic.twitter.com/WtSfhwGmXu — Beth Kindig (@Beth_Kindig) August … Continued