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

Risk On, Risk Off with Michael Gayed

FEATURING: MICHAEL GAYED   Lot of you see I post using @ycharts which is legitimately one of the best research tools out there. Here’s a fun observation. Reactions to the news of Pfizer’s promising COVID vaccine? A switch out of “work from home” to “let’s go out and party.” Too soon? Probably. pic.twitter.com/m7OZRYsXys — Michael … Continued

New Product Announcement: Dynamic Model Portfolios

We’re excited to announce Dynamic Model Portfolios as the latest addition to the YCharts platform. This game-changing enhancement to YCharts Model Portfolios, one of our most powerful tools, enables improved analysis and provides even more ways to communicate your strengths as an investment advisor. With new Dynamic Model Portfolios, you’re able to present and discuss … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

All Revenue is Not Created Equal with Brian Feroldi

FEATURING: BRIAN FEROLDI Revenue that is: 1) Recurring 2) High-margin 3) Recession-proof Deserves a MUCH higher P/S ratio than revenue that is: 1) One-time 2) Low-margin 3) Cyclical$MA is a good example of the former. $F of latter. Data by @ycharts pic.twitter.com/0REZHUcBTv — Brian Feroldi (@BrianFeroldi) September 21, 2020 Q: You’re constantly stressing the importance … Continued

Dividend Stock Investing with The Dividend Guy

FEATURING: THE DIVIDEND GUY In 2017, I bought $MSFT @ $75. Yesterday, $MSFT announced a 10% dividend increase. 💪 I trust my dividend triangle to find great companies: 🔼5 year Rev growth 🔼5 year EPS growth 🔼5 year Div growth This is the start for all my stock researches.@ycharts makes it easy 😎 pic.twitter.com/1XG6oO46Ev — … Continued