YCharts

NVIDIA, Alphabet, and Microsoft together powered almost half of the S&P 500’s gains in 2024 🚀 🔍 The latest Advisor Pulse covers top-of-mind market topics, including: 👉 How concentrated is the stock market? 👉 Analysis of Magnificent Seven stock performance 👉 Differences between market cap-weight and equal-weight strategies Unlock diversification strategies and client talk tracks with our latest insights:

Posts like below make me very proud and validate YCharts' focus on thrilling our customers (and partners).

Curious to know the companies with a historically strong track record? Dive into our latest blog where we reveal the top-performing stocks in the Russell 1000 across lookback periods between YTD and 25Y🔍📊

Revolutionize your workflows with YCharts’ NEW Broadridge Investigo Holdings Integration🚀 Streamline and elevate your advisory experience with access to: 🔗 Seamless integration of portfolio management and analysis all in one powerful platform 📑 Effortless proposals and report creation for highlighting strategy strengths with ease 📊 Time-saving features that enable increased focus on asset gathering and business growth Experience the integration in action: https://hubs.la/Q02GXrqd0

From wholesalers to divisional directors, the YCharts Dashboard is the ultimate tool for driving growth and efficiency. 👥 Align teams with clear, compelling strategies and organized funds 📊 Use dynamic, visual fund comparisons to drive impactful advisor meetings 💬 Boost collaboration by sharing dashboards across a firm to ensure consistent narratives Discover how this essential feature can transform your approach and attract more AUM: https://hubs.la/Q02GK6-y0

What is the top factor driving client satisfaction with financial advisors today? 💡 Hint: It’s not just about investment performance. Our recent Client Communication Survey shows that clients feel most satisfied with advisors who truly understand their financial goals. As Barron's Pam Krueger said, “The advisor has to understand two important things about a client and their finances: the financial fears that keep them up at night, and their lifestyle aspirations. Leverage our findings to implement actionable communications tactics that will boost your client satisfaction and retention rates📈: https://hubs.la/Q02GyKsL0 . . . Read the FULL article on Barron's: https://hubs.la/Q02GyD4x0

Our Top 10 Visuals Resource Deck has now been updated to feature Q2’s latest data🚀 Engage your clients and prospects with compelling data and easy-to-understand visuals that make a lasting impact long after your meetings. Gain access to visuals illustrating key topics like: 🔹 The Power of Staying Invested 🔹 Time in the Market vs. Timing the Market 🔹 There’s Always a “Reason to Sell” . . . Download now to unlock the full potential of your client communications and stand out from the competition: https://hubs.la/Q02Gm3Sp0

🚨 Are your client conversations falling flat? 🚨 Our latest Client Communication Survey reveals that only 64% of clients feel truly connected with their financial advisor's messages. Bridge this gap with insights from Snappy Kraken's Robert J. Sofia and Sean Brown as they share actionable strategies for personalizing and scaling client communications. Listen to the FULL podcast for tactics on driving AUM growth and boosting referrals: https://hubs.la/Q02GdHrz0 . . . 🔍 Download our findings for an in-depth look at the survey results as you follow along with the episode: https://hubs.la/Q02GdXTR0

🌟 The first half of 2024 has been fruitful for equity investors, but what if you want more? The latest Asset Management Pulse examines the top-performing thematic and sector ETFs, focusing on the standout themes in Information Technology and Communication Services. 🔍 What you'll discover: What Thematic ETFs led the charge in the Information Technology and Communication Services sectors over 1- and 3-year periods. #ETFs #ThematicInvesting #SectorETFs

Looking forward to nerding out tomorrow on tax-efficient withdrawals with the YCharts folks! 😁