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 behaviors 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 behavioral finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.