Investing is constantly accompanied by strong emotions: Worry about the future, euphoria, fear – of losses or of missing out on lucrative trends. That is why advisers can add substantial value by helping their clients to maintain a long-term perspective and a disciplined approach1.
Please find all insights and the full article here.
And the full "The Vanguard Adviser’s Alpha® guide to proactive behavioural coaching" report here.
Investors are not always rational—emotions, biases, and psychological tendencies often influence their decisions. As wealth managers, it's crucial to recognize and guide clients through these behaviours to achieve better financial results.
July 17, 2024 - Lisbon/Baar/Astana - We are excited to announce a new collaboration between Yainvest, a leading innovator in applied behavioral finance technologies for wealth management, and Unowa, a recognized provider of inclusive educational solutions. Together, we are launching new inclusive educational courses that will teach Swiss wealth management know-how in primary schools in developing markets.
April 30, 2024 – Cham/Baar/London – Etops, a leading financial services provider, and Yainvest, a third-generation behavioural finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.