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After the market correction in early February, digital-first firms across the spectrum were challenged on how they would operate in volatility.
For web-based investment research platform YCharts, it was an opportunity to make inroads with advisors seeking to add more services to their practice. "When the markets go down, people start to wonder why they’re paying for disappointing results," says YCharts CEO Sean Brown.
The firm recently extended its partnership with Dynasty Financial Partners to offer their research tools on Dynasty’s advisor dashboard. The deals gives YCharts continued access to Dynasty’s 450-advisor platform. Along with access to YCharts, the Dynasty technology stack also offers its advisors other research tools, rebalancing and operational support.
Brown recently spoke to Financial Planning about the market correction and what advisors can do to shore up portfolios in times of increased volatility.
What’s the most interesting development after the recent correction?
The interesting thing from my perspective will be fees. Clients started questioning fees...