Tag : YCharts

Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
YCharts Adds Coronavirus Data to Help Investors Track Economic Impact
Fintech Investment Services News

YCharts Adds Coronavirus Data to Help Investors Track Economic Impact

Fintech News Desk
by Fintech News Desk0
The newly-added data series will enable investors to effectively track cases, and analyze trends in how the coronavirus crisis is impacting security and market performance YCharts, an investment research, analytics, and client communications platform, announced the addition of several new coronavirus (COVID-19) crisis data series that will enable investors to......
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