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

How to Discuss $HOOD and New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market like Robinhood (HOOD), but you’re unsure how to approach the conversation? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big … Continued

Today’s Wholesaler — An Asset, Guide & Consultant to Advisors

As the asset management industry continues to evolve, so do advisors’ expectations of the mutual fund wholesaler. With an emphasis on their fiduciary responsibilities to their client, financial advisors seek to provide the most value possible in a growing competitive landscape. While there are intricacies depending on your function as either a central office internal … 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

YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

YCharts 101: Account Set Up and Customization

Just like different investing strategies, investment research tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, customizable sales … Continued

Trouble with the Curve

FEATURING: GARY RIBE, CFA Q: Can you tell us a little bit about Accretive Wealth Partners and what you do there? A: Accretive is a wealth management firm in New Jersey that primarily serves high-net-worth clients. My co-managing partners focus on planning while I’m the chief investment officer and run point on our portfolios. Our … 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

Top 3 Reasons CFAs Choose YCharts

In order to put your vast and detailed knowledge set to work, you need a platform that can keep up with your fine-tuned research process yet help you simplify and relay insights to clients, prospects, and colleagues. (Remember, they haven’t studied this stuff for hundreds and hundreds of hours). CFAs need the horsepower of a … Continued

Expert Tips: Dashboard

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: Quickflows Your Watchlists in the Earnings Calendar Access YCharts on Your Phone Mutual Fund Investment Strategies Key Stats Comparison … Continued