Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)

An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)

FromThe Compound and Friends


An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)

FromThe Compound and Friends

ratings:
Length:
11 minutes
Released:
Apr 24, 2019
Format:
Podcast episode

Description

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. Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Released:
Apr 24, 2019
Format:
Podcast episode

Titles in the series (100)

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.