How Wholesalers Gain an Edge with YCharts SMA, Portfolio Data

YCharts provides access to key data for nearly 12,000+ Separately Managed Accounts (SMAs) and Models (UMAs) from dozens of asset managers that can be evaluated and compared with powerful research tools and customizable reports. Wholesalers can leverage YCharts to discuss SMAs and Models with their clients and prospects in the same ways the platform is … 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

How to Find the Best Bond ETFs for Client Portfolios

Many of us first encountered fixed income not through bond ETFs, but through the physical savings bonds that were gifted to us as kids (thank you, Aunt Judy). Albeit bond ETFs and savings bonds are a bit different, advisors know fixed income’s consistent payments and low correlation to stocks are a vital part of any … Continued