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Data-driven visuals for financial advisors

Today’s financial advisors face more challenges than ever.

To provide their clients—and their clients’ portfolios—with lasting value, advisors must be able to navigate the ever-changing markets and have some understanding of emerging business trends that may ultimately end up influencing investment decisions.

The Advisor Channel is the go-to place for financial advisors who seek to make these decisions from a position of strength and knowledge. The website is home to powerful, data-driven visuals designed to educate financial advisors with the information they need to succeed.


The Advisor Channel was founded in 2020, combining the core expertise of its founding partners, New York Life Investments and Visual Capitalist.

New York Life Investments is a global investment manager with over $650 billion in assets under management1.
Through its long last focus and diverse boutique perspectives, New York Life Investments provides investment solutions that solve client challenges and help them reach their goals.

Visual Capitalist is modern business media.
Its approach to investment media is built around one idea: to simplify our increasingly complex world through data-driven, visual storytelling.
In short, Visual Capitalist sorts signal from noise.

1. As of 03/31/2021. Assets under management includes the assets of the investment advisors affiliated with New York Life Insurance Company. AUM beginning in 2012 excludes Assets under Administration. AUM is reported in USD. AUM that are not denominated in USD are converted using spot rates as of the reporting date.

New York Life Investments


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