Category: FundVisualizer

FundVisualizer has one of the most intuitive, easy-to-use interfaces to explore and compare ETFs, mutual funds, and indexes.

When a piece of digital artwork created by a little-known artist sold at auction for $69 million this spring, the technology suddenly became a hot topic of conversation well beyond those who track the latest crypto-related fads.

Whether you’re looking to replace a fund, or to complement an existing one in your client’s portfolio, FundVisualizer’s Explorer is a unique and dynamic tool to help you to discover those new investment opportunities.

2021 may be the year that cryptocurrency fully enters the mainstream. According to a recent poll from Newsweek, about 46 million Americans — or 17 % of the adult population — own at least a share of bitcoin.

The Biden administration recently introduced its $2 trillion infrastructure proposal, the American Jobs Plan, that seeks to invest in both infrastructure and jobs. Still far from a done deal, the sweeping plan has the potential to impact many parts of the American economy, including your clients’ investments.

Recent discussions and events have elevated the profile of student loan debt forgiveness — a development followed intently by the 45 million American borrowers who collectively owe $1.7 trillion in student loans.

Pick a fund you’re familiar with and use the Fund Explorer to find similar funds, ETFs, and indexes based on the same share class and Morningstar category.

FundVisualizer helps you get on board with socially responsible investments

With phase one of the national vaccine rollout happening more slowly than predicted and record-setting numbers of new infections being reported across the country, important questions remain about what a post-vaccine world might actually look like.

The pandemic has created unforeseen and unimaginable challenges in 2020. As we anticipate the availability of vaccines and a “return to normal,” how will the advisor-client relationship shift in the upcoming years?