The Investment Management Tool Advisors Love

Be sure to subscribe to our channel so you never miss an update

Sean Brown is the CEO of YCharts, one of the hottest investment research platforms on the web. Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they’re answering a client question, creating a blog post or seeking to prove or disprove an idea about markets, the economy, investing or portfolio construction.

Sean came by to discuss the various ways investors and financial advisors use YCharts for their daily work and research. Sean is surprised by how little time financial advisors seem to spend on their investment management-related efforts relative to things like prospecting, relationship building, etc. According to this survey of investors posted by Michael Kitces, advisors are spending an average of 10% of their time on investment management, which Sean believes is a big disconnect considering how important results are to the end client.

You can see this survey here on Michael Kitces’s site

Check out YCharts here

Follow us on Twitter

Check us out on Facebook

Talk to us about your portfolio or financial plan here

Standard disclaimer

 

 

What's been said:

Discussions found on the web
  1. The Investment Management Tool Advisors Love – Financial Solutions commented on Apr 23

    […] Be sure to subscribe to our channel so you never miss an update Sean Brown is the CEO of YCharts, one of the hottest investment research platforms on the web. Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they’re answering a client question, creating a blog post or seeking to prove or disprove an idea about markets, the economy, investing or portfolio construction. Sean cam… Source: https://thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  2. replicas relojes commented on Sep 18

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  3. bitcoin blazing trader commented on Sep 27

    … [Trackback]

    […] Read More Information here to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  4. immediate edge crypto commented on Sep 28

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  5. Bitcoin Era Review commented on Oct 01

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  6. Devops services commented on Nov 18

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  7. scotiabank online banking login commented on Dec 04

    … [Trackback]

    […] Read More Information here to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  8. patek philippe box replica commented on Dec 08

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  9. fake rolex commented on Dec 17

    … [Trackback]

    […] Here you can find 63758 more Information on that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  10. Engineering commented on Dec 29

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  11. copy Best Swiss Patek Philippe commented on Dec 30

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  12. bmo online login commented on Jan 14

    … [Trackback]

    […] Here you can find 10972 more Info to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]

  13. repliki zegarkow commented on Jan 15

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2019/04/23/the-investment-management-tool-advisors-love/ […]