YCharts

The real election question.. Would you vote for Sean Brown or Me (Samantha Russell) for President of Live Events & Webinars? About us (so you can make your vote)! 👇 👩💻 Samantha: Mother of 3. Cappuccino in the morning. Prosecco at dinner Cleveland born and raised Miami of Ohio Grad Penn State Nittany Lions Fan 👨💻 Sean: Father of 2 Chicago born and raised Die-Hard Cubs & Fighting Irish Fan Moscow Mule if it's cocktail hour University of Notre Dame (BBA) & Stanford (MBA) 😂 anddddd Just kidding. It's a trick question. You don't have to vote for either of us --- you can have us BOTH! TODAY at 2 PM Eastern, Sean and I will be hosting a LIVE event to kick off the YCharts Advisor Election Communications Guide We'll be debating the best way to communicate with clients during the election season (talk about it? Don't talk about it? What's best?!) Even if you cannot attend, register and you'll get: 1. Amazing charts and visuals from YCharts that you can use with clients 2. Social media posts I wrote that you can post to your feed (edit first if you like!) 3. A Pre-written email with a Ycharts visual that you can send to clients and prospects Sign up here so you get the goods: https://lnkd.in/eZSiMwjX Susan Theder Kara Hughes Tania Hollander Karissa Hinton Elise L. Scott White

Even though they make up just 6% of total equity ETF AUM, active equity ETFs snagged nearly 25% of all inflows by July. And in the past year, they’ve captured more than 20% of total equity ETF flows💥 The story is the same for Fixed Income—of the $34.8B that flowed into Fixed Income ETFs in July, a staggering $9.7B (28%) came from active strategies🚀 More in our latest July 2024 Fund Flows Report + Deck ➡️ https://hubs.la/Q02MJFRT0

YCharts is excited to announce a NEW Integration with Broadridge’s Wealth Aggregation Platform, unlocking time-saving capabilities for portfolio management, boosting advisor efficiency and client communication🚀📈 Caleb Eplett, Chief Product Officer at YCharts, shared: "By merging YCharts’ industry-leading visual and proposal generation tools with Broadridge’s extensive client data aggregation, advisors can optimize their portfolio management, simplify complex processes, and drive growth for increased client satisfaction." Discover more about the integration on Yahoo Finance: https://lnkd.in/ekMNeGw8

"Can you show me how the market has performed during different presidencies?" 💬 🗨️ "How does the market typically react to election results?" Is your inbox flooded with similar client questions about the upcoming election? Tune in on August 27th at 2 PM ET/1 PM CT as Samantha Russell unveils expert communication tactics and demonstrates how to leverage YCharts’ key visuals in your next client meeting to address client worries and instill confidence in your strategies. Register now to position yourself as your client’s go-to resource for navigating election uncertainty with ease ➡️ https://hubs.la/Q02Mwgsj0

Active equity ETFs have captured nearly 25% of all equity ETF inflows in 2024 despite representing just 6% of total equity ETF AUM. 📊 In the latest Asset Management Pulse, we've partnered with AdvizorPro to analyze which active strategies are driving this momentum among RIAs. 🤝 One ETF has seen its AUM grow by over 75% this year, with 2024 inflows accounting for more than 30% of its total assets. Another has experienced a 200-fold surge in AUM and a 22-fold rise in RIA adoption. Check out the full findings ⤵️

Election season is heating up, and so is our next webinar🔥 Samantha Russell of FMG is back with YCharts to break down our Election Guide and share must-know tips for keeping clients confident and calm this election cycle. Get a sneak peek of what’s in store for our webinar on August 27th @ 2 PM ET/1 PM CT 👀 🎟️ Save Your Seat: https://hubs.la/Q02MlmM60

The countdown is on! 🚀 We’re less than 3 months away from the election, and many are wondering: How do presidential elections impact the markets? 💡 YCharts has created an amazing election guide for financial advisors that includes charts, graphs AND talk tracks! 💡 Join Samantha Russell and YCharts Sean Brown on August 27th at 11 AM PT/2 PM ET for a look into this guide and other tools you can use to effectively communicate with your clients as the election unfolds. Save your spot here 👉👉 https://lnkd.in/gAzSB8Ne Susan Theder Tania Hollander Kara Hughes #PresidentialElection #Markets

We’re at Cambridge Investment Research, Inc.'s IGNITE 2024, showcasing how YCharts empowers hundreds of Cambridge Advisors to elevate their practice with: 📑 Boosted AUM through personalized Proposals and Talking Points ⚡ Streamlined efficiency using Portfolio Optimizer to build portfolios in minutes 📊 Improved client retention by illustrating long-term impacts with YCharts Scenarios . . . 🎤Catch us at Theatre B today @ 2:30PM to find out why 92% of Cambridge-affiliated clients rely on YCharts for client communication & research! #CambridgeIgnite

It’s easy for clients to panic when markets dip. But did you know that missing just a few of the market’s best days could cost you big? Learn more in this edition of the YCharts Advisor Pulse as we explore: 💡 When were the 40 best market days in the last 25 years? 🤔 Why the best market days often occur amid severe volatility 🕒 The risks of trying to “time the market” vs. staying the course 📊 How election-year anxiety can present investing opportunity

Join us on August 29th @ 2PM ET/1PM CT as we unveil our NEW integration with Broadridge! What’s in it for you? 🔗 Effortless synchronization of portfolio holdings between Broadridge’s Wealth Aggregation Platform and YCharts 🛠️ Top portfolio optimization tools to elevate your analyses and asset gathering 📊 Streamlined portfolio management and proposal generation to boost advisor efficiency and client communication Register to learn how this new integration can take your advisory services to new heights ➡️ https://hubs.la/Q02M1QkT0