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 Mutual Fund 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

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better, prompting investors to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into ones that can better weather economic … 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

What to Look for in Value vs. Growth Stocks

The value vs. growth stocks debate is never-ending, but recent advances from value companies are signaling a significant tide change. From the March downturn through the end of 2020, growth stocks delivered a 1.5x greater return than their value counterparts. In 2021, the tables have turned—value stocks are pulling away to lead the market while … Continued

Free Download: Breaking Down ESG & SRI Funds

Are you hearing from clients about investment strategies like Socially Responsible Investing (SRI), Environmental, Social and Governance (ESG), and Impact Investing? In our latest research report, we share valuable information and advanced insights about mutual funds and ETFs that employ ESG, SRI, and Impact strategies. Our findings help ensure that advisors, asset managers, and their … Continued

Evaluating Emerging Market Funds with YCharts

All advisors seek to maximize their clients’ returns, but emerging market funds may feel like uncharted waters when looking to boost a portfolio’s performance. Bigger risks can lead to bigger rewards, and emerging economies’ pace of growth and market inefficiencies offer potential for higher returns. These inefficiencies are due to a lack of analyst coverage, … 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

YCharts Adds SMA Data to Enable Wholesalers

Separately Managed Accounts have been added to the YCharts platform, providing wholesalers with a centralized, researchable database of nearly 10,000 SMAs. Combining SMA data with YCharts’ existing research and communication tools, wholesalers can now leverage YCharts to discuss SMAs with their clients and prospects, in the same way they do for Mutual Funds, ETFs, Closed … 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