YCharts

Struggling to turn data into engaging client conversations? ?? Advisor Tip: Growth isn’t just in the numbers…it’s in the story they tell. Join YCharts and Financial Services Institute (FSI) on December 5th @ 2PM ET/1PM CT for an exclusive webinar where we’ll show how data-driven storytelling can: ?? Strengthen client relationships ?? Build long-term trust ?? Drive AUM growth ?? Register now and take your advisory team’s communication to the next level ?? https://hubs.ly/Q02ZKygD0

YCharts is #hiring for a Marketing Operations Analyst. I’m excited to be growing our team! If you or anyone you know might be interested, please feel free to send me a message.

October 2024 Fund Flows: ?? $13.9B in 2024 inflows ?? $4.8B in October alone ?? Now nearly 5% of all active equity ETF inflows this year As advisors lean into dynamic strategies, equity-income ETFs are catching fire and they’re not alone?? With option-based ETFs dominating (20%+ of inflows), active strategies are reshaping portfolios in 2024. Get the latest insights in our October Fund Flows Report ?? https://lnkd.in/eB4FD7VX

??Hot or Not??? Curious which investment trends will dominate (or fade) in 2025? ?? Join Ritholtz Wealth Management’s Joshua Brown and YCharts CEO Sean Brown on December 3rd @ 2PM ET/1PM CT as they recap this year’s biggest trends and dive into the forces set to reshape client portfolios in the new year. They’ll break down topics like: ?? Is AI-driven investing risking the advisor-client connection? ?? Will direct indexing and customization redefine the advisor’s playbook? ?? Is crypto here to stay in client portfolios? Save Your Seat: https://hubs.la/Q02ZxD-K0

??Which Equity Income ETFs have been attracting assets so far in 2024? As the Fed has adopted a more dovish stance, Equity Income ETFs have surged in popularity, attracting $9 billion in the last three months. These funds likely appeal to income-centric investors seeking strategies that are less sensitive to interest rate changes while also offering diversification compared to broader indices. Equity Income strategies can come in a variety of wrappers. In the latest Asset Management Pulse, we take a closer look at a passive, active, covered call, and dividend multiplier strategy. ??

This Thanksgiving season, we at YCharts are grateful for the chance to give back. Partnering with The Period Collective we packed and donated feminine hygiene products to support those in need. It’s our way of sharing care and kindness with our community. Happy early Thanksgiving everyone! ??????

The S&P 500’s strong surge in 2024 may have your clients facing a bittersweet challenge: capital gains taxes. The latest Advisor Pulse is here to help you tackle year-end tasks and annual client reviews with ease, including how to: ?? Analyze Projected Fund & Portfolio Distributions ?? Identify Tax-loss Harvesting Opportunities ?? Communicate Tax Strategies to Clients ?? Transition Portfolios Tax-efficiently ?? Model Long-term Tax Impacts Whether it’s minimizing tax liabilities, easing portfolio transitions, or illustrating tax strategies, this is your guide to deepening client relationships ??

Looking to spend less time on research and more time making an #IMPACT in your client meetings??? Join YCharts LIVE today at 3PM PT at Schwab Advisor Services’s #SchwabIMPACT to see how top advisors are saving 29 hours/month and adding $26M in AUM with YCharts! We’re helping advisors drive results with: ?? Proposals that win clients ?? Engagement that builds trust ? Optimized portfolios for maximum growth ?? Seamless Schwab & iRebal integrations Stop by our kiosk to see YCharts in action and learn how we can supercharge your practice! Zak Mirviss Dave Lubnik Caleb Eplett Kara Hughes Lauck Olson Jeremy Burton

I am looking forward to attending #SchwabIMPACT this week with the YCharts team! ?? We’re excited to showcase how YCharts is simplifying advisor workflows, helping drive meaningful AUM growth, and elevating client engagement. Come by our kiosk or learn more at our showcase session on 11/20 @ 3:00 PM PT (Showcase Stage C in the Exchange). Let me know if you’ll be in San Francisco, I’d love to connect! ?? ?? ?? John Vander Vennet Sean Brown Lauck Olson Dave Lubnik Jeremy Burton Zak Mirviss Caleb Eplett

Looking to be part of a winning team in Chicago with a great product, fun people, and a phenomenal culture? It's that time of year again! YCharts is expanding our Sales and Customer Success teams, and we'd love for you to be part of our journey. If you have a passion for the markets, love working with smart, driven people, and are ready to make an impact in fintech, let's talk! ????To my network: if you know someone who would be an excellent fit, please share this post with them! Reach out to Christine Kerrigan, directly if you're considering applying, and she'll guide you through the process: https://lnkd.in/gATPe3hD #Hiring #BDR #Sales #CS #CustomerSuccess #Careers #Fintech #Tech #Jobs #Chicago #WeAreHiring #Growth #Opportunity